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Questions Answers
What is the first section of the financial wheel? Life Event
What is the third section of the financial wheel? Over Spending
What system would you use to process a Bill Payment? Edge
What is the preferred method of transfering credit balance refunds to a customer? Bank Account
What tool would you use to find sort codes and account numbers? Payment Information Database
What department would you put a customer through too if they were in financial difficulty? CSU
What is the maximum amount a consultant can refund a customer? twenty five

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