The Bees of Business
What does an EIN stand for?
What is Employer Identification Number
I can act on behalf of a trust
What is a Trustee
I am the CEO of RCU
Who is Matt Stephenson
We are the managers of North Medford
Gary Goldman and Lisa Wayland
You flip me at the start and end of each day
What is the All clear signal
Business members sometimes do business under multiple names what is this called?
What is Doing Business As (DBA)
Jane doe wants to add beneficiaries to her trust CD, what happens
What is we can't add POD to Trust
I am Shawn's direct supervisor
Who is Erik Carlson
I help members with Bill pay and seeing my accounts at home
What is Online Banking
Im red and located in the vault and behind teller row
What is a Robbery Binder
A member walks in and says he is on a business account. When you check you see that it is inquiry only. What does this mean?
He is only allowed to know balances and history but not do any transactions.
I am the one who created the trust
What is a Grantor, Trustor
I drop off money every Tuesday and service the ETMs
Who is Evergreen
I am the system you use when there is an issue that needs to be resolved. P.S You submit a ticket ;)
What is JIRA
There are 3 colors on the height strip, name 2
What is Green, Blue or Orange
When can we deposit a business check into a personal account?
Only when the members first and last name is on the check.
This paper is needed in order to open a trust account here at the credit Union
What is a certification of trust
I am the ext for Member solution
What is 6000
I am the fee for Research Requests
20/hr
you call me when it is safe to do so
Who is 911
What is the first 3 steps to create a business card once you have the business pulled up?
What is Edit-Edit Org-Access Services-create business agreement-choose agreement person-card wizard
This type of account cannot be added to a trust
What is a IRA
If I go to a restaurant and they don't serve pepsi I will have iced tea (I refuse to drink coke) and with my iced tea I have to have 7 packs of sugar, not 6, not 8. specifically 7. I also want all of my drinks to be filled with ice and all cold drinks are drank with a straw
Who Is Steph
I am the animal names OLLIE
What is an OWL
How many silent alarm buttons do we have inside the branch?
What is 10