Top suggestions for reformat [1. Did the Banker have a personalized card conversation with Client in Branch, Over the Phone or at a Community Event? 2. How did they share Cardlink materials with client? Email, Flyer, Text, QR Code or their Direct URL - https://cardapply.usbank.com/creditcard/products?pid=****** 3. Confirm with Banker how the client completed the application? Cardlink, Mobile App, usbank.com, responding to an offer via an Email or Direct Mail communication 4. What date did the Banker share Cardlink materials with client? 5. On what date did the Client state they submitted their Cardlink application? 6. Have you as the CSDM, Proxied as the Banker via Cardlink Management Tab - https://cardapply.usbank.com/management and confirmed the banker is not seeing the applicant in question on the banker’s Cardlink Application Tracker ] |
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