GL codes
What is the format for the GL comments note?
" acct#, mbr last name, GL reason "
What is the Symitar code to track referrals?
Referral Tracking
What are the 2 recycler numbers?
113 and 146
What time does the lobby close except on Friday and Saturday?
5pm
What are the 2 documents sent off in the morning?
The Daily Balance Sheet and the Teller Work
What is the GL code for running coin? AND the fee for non member?
CDS, 5% of the coin ran.
A member has a savings account with over 100k available, and asks what YOU would suggest for them wanting to earn more dividends back?
A CD, but specifically a jumbo CD
What way do you face the money before giving to the member?
Face upward.
What should you do to the computers at the end of the day?
Restart them.
How many people are needed to be present to open the branch?
Minimum 2
What is the GL code for Vault transactions? And what is the share comment you put to disperse to the vault?
Vault, from *you* to vault
What is the NEW lowest and highest standard rate for Credit Card Platinum Mastercard rates?
What is the cash limit through the drive through?
2500.00
What is the LAST thing to be done before leaving the branch?
Last walk through
At what time should the all clear come down?
When the branch opens / 9am
What is the GL code for doing a Cash Advance? And what do you hit if it asks for a PIN?
Cashadv, hit the green button
How many checking's do we offer for adult members, and what are the monthly fee's or how to waive them?
3 checking's:
Easy checking, $4.95 or free w/ total 250 monthly deposits
Bonus Checking, $9.95
Power checking, $19.95 or free w/average daily balance of 5000.00
Why does it take 2 people to open the vault or process FED?
Dual control / security
What are the 3 things needing to be batched / closed outside of Symitar?
The coin machine, the cash advance, and batching checks.
What is the distress phrase?
Mention anything about "Starbucks" while on the phone with the second opener.
What is the GL code for doing a Cash Advance? And what do you hit if it asks for a PIN?
Cashadv, hit the green button
What is the Secured Credit Card pledge rate?
125%
What do you make sure to grab if you walk away and have money in your teller drawer?
Your drawer key, with the drawer locked
Where do you go to bring the CDM's off line at the end of the shift?
Devise control -> Cash Dispenser
Where do you place the blank CC & DC's after placing 1 DC in evolve?
The locked drawer in drive through.