When you first open a Client Interaction, you will be on the Identification Page. This is the default page for all client interactions. Please confirm the caller’s Social Security Number before continuing. Once confirmed, click the “next” button, like this. Great, now let’s move on to step-2 […] Read more

At Bank of America, we protect what is important to you, every day. With 6,100 banking centers, 200,000 associates, and hundreds of services and products, we help you plan for your future. More families in America trust us over any other bank. We’re here for you.   […] Read more

Welcome to Bank of America. This service allows you to both speak your selections and enter them on your telephone key pad. If you would rather just enter your selections press star 33 at any time during your call, otherwise, let’s begin. To access your account, please enter your access ID on the telephone key […] Read more

This service allows you to both speak your selections and enter them on the telephone key pad. To access your accounts, please enter your access i.d. For other products and services, press 1. If you’re not sure what to enter, press 2 […] Read more

At the Bank of Queensland, we know it’s unreasonable to love a bank. Maybe not truly, deeply, madly, head over heels love, but how about an honest, open, no-funny business relationship. Respect is earned, not expected. We learn about what you need, instead of selling you products and services you don’t. We treat you like […] Read more

In this example, you’ll explore the structure of Trades. First you’ll click through set of real portfolios. Then you’ll open a new window showing the first level in the portfolio hierarchy. Click ‘Structure’ to open the details […] Read more

When you first open a Client Interaction, you will be on the Identification Page. This is the default page for all client interactions. Please confirm the following information – Client Name, Date of Birth, and Social Security Number – before continuing […] Read more

As you have learned, the easiest and most efficient way to open a New Customer Session is to swipe the customer’s pin card. If the customer does not have their pin card, you can use their Checking or Savings Account number – but you must also ask for additional identification […] Read more

If you are unsure about the procedures for changing a contract’s terms and conditions, please review ‘Lesson 5: Terms and Conditions’. In this lesson, you will follow a fictional character, Renee, as she determines whether or not a contract should be modified […] Read more