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1st Call w/ Adrian Castilleja GOOD CALL

they received a letter about updating information of authorized user on the account
Offer MasterCard for brooks brother but declined by customer
Verified the name of the authorized user, address.
Gave option to add authorized user, sending card
confirming service

Listen to Me
Actively listen - Opportunity (because of the verbal collision)
Ask the right question - Strength
Connect with me - N/A

Respect Me
acknowledge me as valued customer - Strength
Be professional and courteous - strength
Make me your priority - Strength

Help Me
Demonstrate, Passion and accountability.. - Strength
Resolve My Need(s) - Opportunity (the agent offered to send a card, but never happened)
Efficiently manage our interaction - Opportunity (ask about the concern before verifying the customer)

Guide Me
Tell me what to expect and fully explain - Strength
Educate me - strength ( agent provided option for brooks master card)
Provide me the right solution - N/A
.
Compliance Hit - Date of Birth, agent put 1964 instead of 1946
name of the authorized user was provided by the agent


2ND CALL GOOD CALL

Started w/ how may I help you ExxonMobil
expires in February 2022 / account was closed
empathy / acknowledge the concern (BOTH GENERIC)
dead air
not using the card for 2 years because of the coronavirus
the gas station was replaced by another station
because of inactivity
gave option to re-apply for exxonmobil / check with the credit bureau for negative on credit report

Listen to Me
Active listen - Strength
Ask the right question - Opportunity (no confirming of service)
Connect with me - Strength

Respect Me
acknowledge me as valued customer - Strength
Be professional and courteous - Opportunity ( words of choices)
Make me your priority - Strength ( Positive tone, accommodating and friendly)

Help Me
Demonstrate, Passion and accountability.. - Opportunity (using they in closing the account)
Resolve My Need(s) - Strength
Efficiently manage our interaction - Strength

Guide Me
Tell me what to expect and fully explain - strength
Educate me - N/A
Provide me the right solution - opportunity (didn't give the option for reapplying
     
 
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