You answer a call from a gentleman complaining about the service he has received from one particular person. What is the procedure for taking and routing this complaint?
A member on the phone is requesting that a debit card be canceled immediately. The member suspects that someone has copied his card number and is using it to make mail order purchases. What do you tell the member?
A former member is threatening a lawsuit. He cannot seem to open a new account across the state because our credit union shows that he still owes money on his old account. He says that on three occasions he tried to cancel an automatic bill payment and suspects this is the cause of this problem. What do you need to do to resolve this issue?
A woman wants to remove her daughter from access to her checking account. This woman is insistent that this change be made immediately. What do you say to this member?
How do you insure that you do not give out account information to unauthorized individuals?
A person has called you with a request and then puts you on hold. How long will you wait before hanging up on the member?
