Overview

This guide outlines the process for handling requests from corporate clients to change their credit payment terms. As an ABSA Corporate Banking representative, it's crucial to provide a professional and supportive experience while ensuring all necessary steps are followed.

Key Points

• Verify the client's identity and account details
• Check eligibility criteria for changing credit payment terms
• Process the request efficiently and accurately
• Communicate clearly with the client throughout the process

Step-by-Step Instructions

1. Greet the client professionally and identify yourself
2. Listen attentively to the client's request for changing credit payment terms
3. Confirm the client's identity and ABSA corporate account number
4. Access the client's account information in the system
5. Verify eligibility criteria for changing credit payment terms:
6. • Check for strong and consistent monthly deposits
   • Review the client's repayment history for any missed payments
6. If the client meets the eligibility criteria, proceed with the request
7. Update the account with the new credit payment terms
8. Inform the client that the request has been approved and the new terms are effective immediately
9. Advise the client that they will receive a formal confirmation email and updated facility documentation
10. Thank the client for their business and express support for their continued success
11. Close the call professionally

Best Practices

• Maintain a positive and supportive tone throughout the interaction
• Congratulate the client on their business growth and success
• Emphasize ABSA's commitment to supporting their corporate clients
• Be thorough in verifying account details and eligibility criteria
• Process the request promptly to demonstrate efficiency
• Clearly communicate the next steps and what the client can expect

Important Notes

• Always adhere to ABSA's policies and procedures when processing requests
• If a client does not meet the eligibility criteria, explain the reasons clearly and professionally
• Offer alternative solutions or suggest a review of their account if they don't qualify for the requested change
• Document all interactions and changes in the client's account for future reference

By following these guidelines, you'll ensure a smooth and professional experience for corporate clients requesting changes to their credit payment terms, reinforcing ABSA's commitment to excellent customer service and support for business growth.