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Category: Quality Assurance

How to authenticate a customer with a Dormant/Inactive/Escheatment Account?

December 14, 2023
December 14, 2023
Business Rules, Customer Experience, Dormant or Inactive Status, Quality Assurance, Standard Operating Procedures
Authentication for Dormant Account, Dormant Account, Escheatment Account Authentication, Inactive Account

What are the Quality Requirements?

April 25, 2023
May 30, 2023
Customer Experience, Quality Assurance
QA, QQAP, Quality, Quality Assurance

What is the Quontic Quality Assurance Program? (QQAP)

April 25, 2023
May 30, 2023
Customer Experience, Quality Assurance
QA, QQAP, Quality Assurance, Quality Assurance Program

Quontic Bank ONLINE BANKING SERVICES AGREEMENT AND DISCLOSURE

March 8, 2023
April 18, 2023
Account Maintenance, Bill Pay, Customer Experience, Disclosures, Online Banking Portal, Quality Assurance, Standard Operating Procedures
Agreement and Disclosure, Enrollment, OLB, OLB Enrollment, online banking, Online Banking Enrollment, Online Banking Portal, Terms and Conditions

What are the responsibilities of CX Team to Retain the customer?

September 22, 2022
September 28, 2022
CDs, CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
CD, CD close out, CD Retention, CD Retention process, Responsibility

CX Closed Any Balance with/without Accrued Interest

September 22, 2022
September 26, 2022
CDs, CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
Accrued interest, CD, CD Retention, Closed account, CX closed, Retention

CX CD New Rates and Closure Items

September 22, 2022
October 25, 2022
CDs, CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
CD, CD Retention, Close CD, close cd request, Closure items, New Rates, Retention, Save

When can a client send us a CD closeout request?

September 22, 2022
September 27, 2022
CDs, CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
CD, CD close out, Close CD, Date, Grace period, Maturity, Penalty, Ten day

How to proceed if a customer is closing out the CD and has a balance of over $250k?

September 22, 2022
September 28, 2022
CDs, CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
250k, CDs, closing, greater than $250k, Retain, Retention

How much can we offer the customer to retain their CD?

September 21, 2022
September 27, 2022
CDs, Customer Experience, Quality Assurance, Retention, Standard Operating Procedures
10 basis, CD, current rates, offer, rates, Retain
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