Knowledge Check
Wholesale Procedure Knowledge Check
Test your knowledge of our updated wholesale procedures with this engaging quiz. Whether you're new to the team or just need a refresher, this quiz covers essential information that every team member should know.
Key Features:
- 12 thought-provoking questions
- Coverage of various important topics
- Immediate feedback on your answers
What date did the Updated Wholesale procedure email come out?
3/9/2022
3/8/2022
3/10/2022
3/7/2022
What email address should you CC to the attached Wholesale Referral Form referral?
ATOWD
Manager
Work Director
Yourself
In the Pindrop Fraud Trend Alert, should you create an outsort for all SSN's mentioned on the call?
Yes
No
Only if they have an ECN
Only if they have open accounts
In the Fraud Trend Alert about suspicious emails, where should you ask the customers to forward the suspicious email to?
ATOWD
Your Email
ReportPhish
Wells Fargo Online
What ID tells you how to handle Deceased Customers?
88438
140518
104780
88003
When should I check my Aspect Schedule?
When I get an alert
When I go to lunch
When I log in
Never
Which button shows the accounts linked to Online Banking?
Online Activity
ANG Admin Tool
Online Services
Link/Delink
What should I do when Email/SMS OTP is available but the customer can not provide the code?
Ask 4 Tokens
Send to PhoneBank
Branch the Caller
Ask to call back in 24/48hrs or visit a branch if it's more convient
What is the backup system to update Address/Phone/Email for the entire customer profile when Prevent asks me to use my manual process?
Hogan
CIV
FDR
UW
When working Credit Card cases, how do I delete the ALT Address from the account memos?
PREVENT
FDR - on the RP screen
FDR - on the NM AFR screen
FDR - on the CIS screen
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