PRT
How often does PRT update? (Daily, Weekly, Monthly, Yearly)
Monthly
How many points is an auto loan?
400
Which surveys weigh more? (platform/survey)
Platform
What is the preferred authentication method? (Supervisor Override, PIN, Digital Link, One Time Code, Two ID's)
PIN AUTHENTICATION
Who is the volunteer champion?
Skylyn
Which partners count for the Partner Referrals portion?
Small Business, Home, and Auto
Balance Growth Cap Amount per Party ID per tracking period?
$250,000
What score(s) counts as a green survey?
10s and 9s
What categories make up Circle of Excellence?
FC OSAT, Willingness to Help, Risk Management
Where do you go to record your volunteer hours?
Giving and Volunteering
What two metrics makes up the NEW digital portion?
Mobile and DAS
How many Quality Solution points is an approved, activated, and used credit card?
250 + 75 = 325 (doesn't include DBG)
What is Conroe's Willingness to help minimum?
93%
What is the verbatim that we say when calling a customer at the beginning of the recorded call?
"Hello, my name is ______, calling on a recorded line from Bank of America at the Conroe Financial Center. May I please speak with _______ ?
When should I log my hours? (Before I Volunteer, Five Business Days After The Event, Immediately After the Volunteer Event)
Immediately After the Volunteer Event
What makes up the RISK portion?
CTR/MIS, PIN Auth, CIP Defects, Knowledge Assess., Secret Shops, Universal Decision Overrides, QA / QC Evaluations, (Cash Balancing)
A client deposits a check for $183,499.00 and will be keeping it in the account for the next 4 weeks. How much DBG will you see on your scorecard for that check?
2201.99
Position Your Survey to a customer who needed to order a debit card replacement
Well positioned survey
What documentation is needed when opening a Representative Payee account?
The Social security award letter, DRD Approval, the beneficiary's social security number.
How many hours do you have to volunteer for 100%?
25 hours
What are the two differentiators for winning Pinnacle?
Partner Referrals and Client Interactions
How many Quality Solutions points is a booked home loan?
600 (doesn't include DBG)
Position Your Survey to an upset customer that is closing their accounts
Well positioned survey
What documentation is needed when converting an account to a trust or opening a new account under the trust?
Certificate of trust (Customer to bring in), Ensure the successors are listed in the certificate of trust or actual trust document, EIN if not using social security.
Where can you financially support non-profit organizations through Bank of America volunteering program?
Matching Gifts and Donations tab on Giving and Volunteering website