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#18-004518-0019
Supplemental Questionnaire

Last Name
First Name

 

Please note that your answers on the supplemental questionnaire must correspond to the information provided on your application to receive credit. Applications that do not include a completed supplemental questionnaire will be considered incomplete and may be subject to disapproval.


1.

Describe your experience reviewing, verifying, recording, adjusting and balancing financial transactions. Please include name of employer, job title, dates of employment, and hours worked per week for each relevant position.  If you do not have this experience, put N/A in the box below.

2.

Please describe your work experience with administering 529 plans.  Please include name of employer, job title, dates of employment, and hours worked per week for each relevant position.  If you do not have this experience, put N/A in the box below.

3.

Please describe your experience as a commercial banking customer service liaison. Please include name of employer, job title, dates of employment, and hours worked per week for each relevant position.  If you do not have this experience, put N/A in the box below.

4.

Describe your experience working in a customer service delivery call center environment.  With your description, include name of employer, job title, dates of employment, and hours worked per week for each relevant position.  If you do not have this experience, put N/A in the box below.


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