
Team Assessment
Authored by Maicris Narag
Business
Professional Development
Used 2+ times

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9 questions
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1.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
OTC Director has submitted a PCR for a new client, however no customer list was attached. Should you now raise an access request?
YES
NO
Maybe
I dont know
2.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
BAM requested for a new item form to be completed in a customer portal, however you have not heard about this client. Select the first best course of action
Check mapping file if we are supporting this client
Process the request since this is a request coming from BAM
Request clarification from Trade Manager if we are in fact representing this client.
All of the choices are correct
3.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
BAM requested for a new item form to be completed in a customer portal, however you have not heard about this client and this client is not on the mapping file. Select the first best course of action
Check with your team lead if there is a PCR for this client
Process the request since this is a request coming from BAM
Add the client on the mapping file and proceed
All choices are correct
4.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
BAM requested for a new item form to be completed in a customer portal. The request is for a client that is not found on the mapping file or on the PCR log. Select the first best course of action
Process the request
Request clarification from Trade Manager if we are in fact representing this client.
Have your team lead clarify with the OTC directors
None of the list
5.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
Trade Manager provided instruction to add Customer XYZ to your customer portal visibility, what should you do?
Check mapping file we are supporting this customer under the said client if yes, inform team lead that visibility needs to be added
Go ahead and add the visibility since this is an instruction coming from Trade Manager
Check with the OTC director if we are supporting this customer
Check with OM
6.
MULTIPLE CHOICE QUESTION
45 sec • 1 pt
BAM requested for a deal creation in a customer portal You currently do not have visibility of this client under your customer portal access. Select the best course of action.
Request BAM if he currently has access to the portal
Inform your team lead you do not have visiblity to this client
Inform your trade manager of the credentials shared by BAM.
Check with the client
7.
MULTIPLE CHOICE QUESTION
1 min • 1 pt
You are the Operations lead your team lead informed you that a request came in for Client X - Customer A combination. We are representing both as per mapping file, however the last transaction received was last 2015. At this moment we no longer have visibility to for Client X under the customer portal of Customer A. What is the best course of action?
Raised an access request via sharepoint.
Send an email to the director requesting confirmation if we are still representing this customer.
Add the client on Customer A portal, since the team already saw an instruction on how to request visibility in the portal.
Check with customer
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