I am just curious, does Maritz have the telephone only shops for their bank client anymore? All I see and have been seeing for months are the combo, telephone and branch visit. Are they just being taking rapidly fast or are they no longer being offered?

they never used to have them, then they had them for awhile. Maybe they decided not to do them any more. I would rather they separate them into odp, phone only, and credit card. I hate doing the phone call then showing up at the branch. You can't report the branch part or even the phone call until the docs come in the mail.

I wonder if they dropped them when they added the 20 mile radius requirement. Why would I (as a real customer) call my local branch and ask them to mail me something I could easily walk in and get?

Maritz still has call only shops for the location where the Blue Bank has their huge customer care center with hundreds of employees, but no retail presence. I see them all the time. I was talked into taking one of them despite asking them if it involved what I consider to be a totally illogical scenario: you are supposed to have interviewed for a job and are calling an employee only-number for information about accounts in advance just so you will know what they offer. It says to create a backstory if asked. Sure. I interviewed somewhere, but I don't remember where. Sure, I talked to one of your employees, but I don't remember who. Sure, I got this employee-only number, but I don't remember how. Once it was assigned to me, I saw the scenario and called and asked to be removed. The poor woman who answered asked her supervisor how I was supposed to know these thing, and kept being told to tell me to read my scenario instructions. Which said to have a back story in case you are asked anything. We went around in circles until I said "No, no, no, no means no," and they removed me. BTW, you have to give them your real name, your real phone phone number, and your real address because they have to mail brochures to you.

Presumably there are people on this forum who have figured out how to do this one. Trust me, I am not going to compete with you for the shops.

Been doing the CX bank shopping for over a year in SoCal. There are 100+ branches and I have shopped all but or 3. Up until Jan 2015 I could do and did 60 shops per month, now the rules only allow 30. I do the combo because the pay is better, 12.50 for a 2 min phone call, 12 min visit, and 15 min debrief. If I'm efficient that works out to +- $25 per hour, which is fine with me. Of course that doesn't include travel time and mileage, which is an expense and tax deductible.

You only have to give your real name and address for the phone call. That is only a problem for my mailman, who knows that I'm expecting multiple big white envelopes, so no problem! I don't go back to 3 or 4 branches because the banker recognizes me, but it's not a big deal.

The rules say you do not have to leave your real phone number, but If asked I give them a google voice number.

@SoJim wrote:

The rules say you do not have to leave your real phone number, but If asked I give them a google voice number.

I did one of these a few weeks ago. They were busy with customers so I said I would call back. They must have had caller ID because they called me back a few minutes later.

I always enter *67 before entering the number I'm calling.

If you call a toll-free number, *67 will not block your identity. The rationale is that since they are paying for the call, they are entitled to know who is calling them. Not all toll-free numbers are equipped with Caller-ID, but most are. Don't count on them not knowing who you are.

We have an large military base that has several branches that are inaccessible to the general public. They have the telephone only shops for those locations. Maritz gives you some crazy "suggested" back story stuff in case you can't come up with your own.
The ones on base are the only telephone only shops I have seen in my area since Jan 1st.

I have not seen them recently but then I stopped doing them when the shops in total were reduced to 30.

If you like phone only shops, search around zip code 19801. Maritz is desparate to get them done. I won't do them because they say to prepare a back-story, but provide no useful information (actually no information at all). I am supposed to tell them that I recently interviewed for a job. But there are no branches within 75 miles, and I have to give my real name and address. And I have no idea what the interview process really is, which to me is a problem. Mayvew I interviewed at the call center I am calling? And I don't know the name of the person I interviewed with, or their title, or the type of job I interviewed for. Nope. Not for me. Zip code 19801

I did them for a month right after back surgery. The story I came up with seemed to work. The conversations got pretty chatty actually. I looked up retirement villages close by the banks and said my parents were moving there and the bank they used did not have a sister bank in the area. Yes I looked up a small credit union far far away. And could they send the information to me at my address because Mom and Dad were going to be visiting me while all the details of the move were taken care of. I said my parents just loved the city or town and the location was perfect because it was equal distance from all the kids. Hey I had a lot of spare time on my hands for a while.

If you now can do 30banks in May how many were you allowed in june