Bank Phone Service Sample

 

The Difficult Customer.

A customer is calling in a rage. He had some checks bounce because the service fees were higher than his remaining balance. What do you tell this “unbalanced” man?

Setting Limits.

A person has called you with a request and then puts you on hold. How long will you wait before hanging up on the customer?

Standard Operating Procedures 1.

A business customer calls, asking if you would hold one of her checks from processing for a day. She tells you that she is waiting for a cash payment from one of her customers and otherwise she will bounce a number of checks. What is your answer?

Standard Operating Procedures 2.

How do you insure that you do not give out account information to unauthorized individuals?

Areas of Judgment.

Your bank has a policy of not charging any service fees as long as a minimum balance is maintained. A nice customer is calling to say that she was charged a service fee. Your records show that she fell below the minimum balance one day by three cents. What do you tell this customer?

CSR Basics.

You answer a call from a gentleman complaining about the service he has received from one particular branch. What is the procedure for taking and routing this complaint?