Fees!
This is something we do in the office and very rarely is it charged the $2.00 per page fee
What is fax(ing)
Why yes, the bank monitors, adheres, and lives by any and all notes, permissions, and restrictions in this area of a check
(sarcasm)
What is a check legend
When general stuff escapes us, we call ____ at the number of ____
Who is Branch Support and 11037
Mercantile Bank shares my information with every other company, good and bad.
What is false
How we begin all new customer appointments
Foreign wires are a solid amount coming and going.
What is $75
It is the bank's job to monitor all accounts, for all customers for unauthorized signatures, alterations, and forgeries.
False
This is expected of the customer(s) at each statement received
It has been weeks since opening and the new customer is still coming on their lunch to withdraw as we are only open select hours due to not having another way to access funds. You did order a card at account opening.
23872 Card Services
The routing number has how many digits
9
Bonus Point: 072413829
We trade this with our customer at each new account appointment
What is ID/business card
It is cheaper to have this size box than it is to have a 3x5
What is 2x5
The bank can, will, and has full authority to pay this no matter what you enter on the paper payment.
What is a postdated check
It feels that when in doubt all incidents go to this department but if we want to chat with our Ops team
Who is Digital Ops at 11034
The word 'the' is the most commonly used word in our language and it appears in our Terms and Conditions how many times
What is 394
Before leaving, we should make sure the customer has zero of these
What is questions or concerns
This fee outweighs all others.
What is Drilling a Box for $200
The Bank has all rights to use any account funds you have to do this to previous or incoming debt you may owe without notice.
What is setoff
Loss Prevention should know about the questionable individual who just left
What is 23785
800.453.8700 is available to answer questions in regard to what
Privacy/Personal Information being shared by Mercantile
We should all try to do this before and after an appointment weather we are with the customer or not
Greet them in and out of the office
Way back when coin counting was an open task for the bank, we collected a fee for non-customers to do this.
What is 5% of total coin brought in
The essence of this document is to lay out, quite simply, the expectations of the bank as a new/current customer. However, it also simply states the bank has no control over actions taken with the information it provides such as account numbers, routing, card info, etc. The basis of the document is this, for both the customer and the bank.
What is security
The direct line for IRA questions
What is 11727
Two of the top reasons for a new account incident to be sent back to a branch to be fixed is ______ and _______
Marking account type ownership on retail apps and the override for failed ID and addresses
We have a long-time customer who has only ever worked with one employee. We can do this to ease the customer and share the workload in office.
Introduce everyone
Share their job title, how long they have been here, and reassure the customer they can trust/rely on others in the office.