PRODUCT KNOWLEDGE
Test Your Product Knowledge!
Are you familiar with the ins and outs of our financial products? Take this quiz to assess your knowledge and learn more about our offerings.
This quiz covers key topics, including:
- Junior ISAs
- Withdrawal limits
- Telephone security protocols
- Account opening balances
3) How much can you pay into a JISA each Tax Year?
£9000
£4500
£2500
2) How much can you pay into a Junior Easy Saver a month?
£150.00
£10.00
£50.00
8. When should a small scorecard check be used?
To set up a nominated account
To close the account
New customer
What ID do we accept if the callval comes back that bank details fail?
Bank Statement from within Three months
Printed bank statement
Bank statement from within the last 12 months
How many Telephone Security Questions should you ask?
SIX
THREE
FIVE
1. How many withdrawals can you make from the Maturity Bonus and still receive the bonus?
THREE
FOUR
FIVE
What must you do after every telephone call?
Pad Note
Thank the customer for calling
Do nothing
What age does a customer need to be to proceed with a call validate?
18
16
21
What is the maximim withdrawal on a faster payment ?
£100,000.00
£50,000.00
£20,000.00
What is the minimum opening balance on an Instant Tracker?
£10.00
£50.00
£100.00
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