Online Member Banking Sample

 

Common Service Situations.

A woman is requesting information on her application for an ATM card. It seems that she completed the application at the Web site and claims that ten days have passed with no word. What is your next step and what will you say initially?

Security Issues.

A woman is on the phone. While attempting to log on to her account she mistyped her password and now cannot seem to get logged onto the system. What will you tell her?

Security Meets Sales.

A person is thinking about signing-up for our Online Services. She is asking how you insure that no-one will get her password and transfer funds out of her account. What is your reassuring response?

Information Unleashed!

You have an email complaint. A member noticed that her auto loan payoff grew from Friday evening to Monday morning. She wants to know how she will ever get out of debt if her payoff amount keeps growing! How do you reply to her?

Standard Operating Procedures.

What is our procedure for a member that mistakenly gives an incorrect payee address in the "Online Bill Payment Center?"

Technical Service.

A woman claims that while online, she read that she needed ‘Cookies’ for her online access to work properly. She says her ex-husband disabled the ‘Cookies’ feature, because he was afraid “hackers use ‘Cookies’ to invade your computer.” What do you say and do to help this woman?