Credit Card Application s

Question 1

Steps for a credit card application in person

Answer 1

1. Identify & authenticate person
2. Check for open and active preapproval item
3. Read statement
   4 bring profile into session in tpss
   5 click account opening in options panel
   6 click + sign and choose credit card application
4. Select product in menu
5. Click product info and disclosures link and print them!
6. Choose 1 applicant
7. Type in desired name
8. Address
9. Employment. Status
10. SSN
11. Monthly housing payment
12. Gross income
13. Balance transfer section
14. Banker info
15. Comments
16. Click progress.
17. Print forms and have them read before submitting

Question 2

Steps for credit card application over phone

Answer 2

1. State required notification
2. Transfer to cc specialist at the CCC.