Safe and Sound
In Q2, the color for this is BLUE
What is the secondary all clear signal?
I am the Area Leader for Central Richmond.
Who is Jonathan Greene?
Clients with less than $100,000 in assets that want to invest should be referred here.
What is the Client Advisory Center (CAC)?
This checkless account can be free of charge to a client with just 10 qualifying transactions a month.
What is Truist Confidence Account?
Client need to cancel a wire? This is how long they have to cancel it once it's authorized.
What is 30 minutes?
This is the order for contact when you see the RED TILE
What is call 911, then Security and Intelligence Operation Center, then BOP or next level manager
I am the Chief Consumer and Small Business Banking Officer?
Who is Donta Wilson?
Your client is tired of taking checks as payments. This is the perfect IRM partner to refer them to.
What is Merchant Services?
One no-fee incoming domestic wire per month and a $25 discount on annual safe box rent are benefits of this consumer checking account.
What is Truist One?
Truist keeps track of all of these, whether they're resolved or not
What is call 911, submit a Teammate Concern Form, contact Ops partner.
I am Truist's CEO
Who is Bill Rogers?
Clients with over $100,000 in investable assets and have a need for planning are perfect for this partner (at least for now).
What is Premier Banking?
This no-fee business account is perfect for small non-profits and civic organizations.
What is Truist Community Checking?
At this teller difference dollar amount, you have to notify your BOP.
Per ACADIA, this should always be our primary concern in regards to Branch Security.
What is the safety of our teammates and clients?
I'm Truist's Chief Information Officer?
Who is Scott Case?
This IRM solution can calculate and file state, local, and federal taxes at no cost.
What is Truist Online Payroll?
This no-fee business account is perfect for business owner that are just starting a business with minimum transactions.
What is Truist Simple Business Checking?
This is the procedure a teammate working on the service would follow if they get an alert saying "Positive Pay--Item not Found"
In the interest of safety, it is Truist's policy to not allow these on Truist property.
What are Lethal Weapons? (No, Danny.....your fists don't count).
I am the Head of Branch and Premier Banking for Truist.
Who is Allison Robinson?
This partner should be brought in whenever a client starts talking about any kind of dwelling based financing.
Who is your Truist Mortgage Loan Officer?
This is the ZELLE daily limits for a Premier Level Truist One checking account.
What is $5,000?
You have a client that wants to withdraw more than $10,000 in cash? No problem, just have them complete this before they do it!