H&R Block Emerald Secured MasterCard Credit Card Product Pilot Overview (Tax Season 2013) (00317306, 2012)

This WBT takes learners through the H&R Block Emerald Secured MasterCard© Credit Card product pilot, including a product overview for all office associates, the details of the system and client experience to serve clients. The pilot participating states for TS13 are: Arizona, New Mexico, Hawaii, Indiana, Ohio, Kentucky, West Virginia, Mississippi, Alabama, Georgia, South Carolina, Florida, Rhode Island, Massachusetts, Vermont and New Hampshire. At the conclusion of this course, you will be able to:  

• Understand why H&R Block is offering the new product 

• Explain the Emerald Secured Credit Card product to a client. 

• Explain the office process and protocols 

• Complete an Emerald Secured Credit Card application in the system. 

• Understand the Client Experience based on how the Emerald Secured Credit Card comes to life in the four client touch points 

• Before the Visit 

• During the Visit – Front Desk 

• During the Visit – At the Desk 

• After the Visit