Page 13 - The Manager's Guide to the New Agent Learning Path

Week

Two

cont.

Day 3
9:00-12:00
Assist with open procedures.

Complete AMU telephone etiquette and Stratus
Study Limited Lines content, if the agent hasn't passed the exam.

12:00-1:00 Lunch
1:00-6:00
Attend 2-hour customer experience training.

Watch "Day in the Life of an A-MAX Agent" if not completed, and
discuss observations with DSM/OM.

Assist with pre-closing procedures.

Day 4
9:00-7:00
Limited Lines review session with facilitator, if practice or actual exam

has not been passed.
Assist with open/closing procedures/bank run, etc.

Complete AMU Taking Payments course
Payment observations

Day 5
10:00-2:00 Two-week touch point by L&D
Take Limited Lines licensing test, (if scheduled).

DSM to check in with employee on their exam results.