{GRADED A}
What are the four steps to Legendary Customer Service?
- ✔✔1. Greet the customer. try to use their name if possible.
2. Engage.
3. Create their happily ever after
4. Thank them and invite them back
What is our IPB goal for 2022? - ✔✔3.12
What are the four types of money services? –
✔✔1. Checks
2. Gift cards
3. money orders
4.money transfers.
Why are they money Services? - ✔✔They can be used for money
Laundering
When do you fill out an EMT form? - ✔✔To record a single or combined
money service transaction for 3,000 or more
, When do you fill out an 8300 form? - ✔✔When the transaction is more
than 10,000 dollars in groceries.
When do you fill out a on Behalf of Publix form? - ✔✔Answer: When we
complete a money service transaction for internal use. Additional
Information: Ex: Postage stamps because we did not complete the order in
time,special garbage bags that the city requires us to sell the customers
How do we process a transaction with a pds and how do we explain the
estimated amount to the receiver? –
✔✔1. Print the PDS and circle the bottom section of the PDS that says
please review all transaction details.
2. Have them verify it.
3. If they say yes click the customer has agreed to the pre transaction
disclosure box and then click continue. If they say no, edit the transaction
and provide a new pds. 3. Collect the payment
4. Provide the customer their register receipt and make sure they take their
pds. If they do not want it, shred it up.
How do we recognize red flags and how do we handle transactions where
red flags are present? - ✔✔When customers use suspicious activity. You
politely deny the transaction and get a manager if needed.