How should a window clerk handle customer privacy?

• A. Share customer data with colleagues.
• B. Protect personal information and follow privacy policies; avoid discussing accounts aloud.
• C. Ask every customer for their PIN.
• D. Post privacy practices publicly.

Answer: (B)

Protecting customer privacy and handling information discreetly is essential for a window clerk. The best approach is to protect personal information and follow privacy policies, avoiding discussing accounts aloud. Personal data like names, addresses, account numbers, or PINs must not be spoken where others can overhear, and access should be limited to authorized staff. Privacy policies provide clear rules on what can be shared, with whom, and how to verify identity, ensuring consistent and secure handling of information. When referring to a customer's account, do so quietly and in a private space if needed; never reveal full account numbers or PINs, and keep forms and receipts secure. This discipline preserves trust and complies with security guidelines. The other options would compromise privacy: sharing data with colleagues expands the circle of exposure, asking for a PIN in public is unsafe, and posting privacy practices publicly could reveal internal procedures and confuse or mislead customers.