R I S K

R    I    S    K Bingo Card
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This bingo card has a free space and 24 words: Verified email / phone number before sending Digital Solution., Submitted non client complaint under non bank client tab, Mentioned 'Get more benefits and rewards on your everyday banking.', Made sure client was aware what D1 solution they would receive, Submitted Wait time Complaint, Provided the option(s) to prevent fee in the future, Included dept needed to resolve complaint in Dept closed complaint documentation, Assisted with Fee refund as bank error due to client alleging bank error, Reminded client all scheduled transfers need to be cancelled before acct closure, Confirmed full mailing address with account closure, Mentioned 'No fee to participate in the program', Probed client if relative/friend had an account with BOFA when they mention someone is deceased, Obtained close reason for account closure from client, Submitted Dept Closed Complaint after client expressed a concern that needed to be resolved by a closed dept, Provided call recording disclosure to new party on the line, Quoted APY to second decimal point when converting interest earning checking account to non interest account, Documented complainants name in CQC for Non Bank client/third Party complaint submission., “Thank you for your interest in Preferred Rewards. May I transfer you to a Banker to discuss?", Assisted with an Indirect Fee refund request, Selected correct account for Complaint submission (EX: debit card), Obtained Consent to send Preferred Rewards Self Service email, Obtained client first and last name, Led with D1 for ID/passcode reset and Lead with D1 for OLB log in assistance.

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