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CEO, Rob, Steve or George Requests

September 15, 2022
June 26, 2023
Customer Experience, Standard Operating Procedures, Call Transfer Guide
call transfer guide, ceo, steve schnall, george, rob, bank president, president
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For callers looking for an appointment

Step 1: Warm transfer to receptionists x4054

Step 2:  If no answer, explain experiencing a high call volume

For complaints or customer service issues, try to assist

  • CX Supervisor assistance
  • VP/CX assistance