Know your branch
What’s the branch pipeline this month?
131
W.o.w
Walk out working
How much do you release on a 3 day hold ? and a 5 day hold?
825
6725
What are the requirements for a Power Account?
500$ or more in total deposits
500$ daily balance
12x debit card
60 yrs older
Name one we will statement
We will always have fun
What is our DMC target, and DD target for October?
Dmc-75
DD- 71
Bankers creed
I’m a proud banker
I’m a loyal member of my team
I act with honesty and integrity
I strive for excellence
I am here to serve our customers
I make a difference
Every day every way every time
what’s 10/4 flip
Has to be on ICCAP more then 4 times , ten days ago or more
What are the requirements for a Stash account?
Maintain an open account.
Automatic transfers to stash
How many Auto apps does the branch need to get the matrix points at the end of the month?
at least 20
What time should you open the branch during peek days?
10mins before time of open
PLAN
Prepare
Look
Act
Notified
Teller drawers limit?
8k
4 and 4
How much is the 7-month CD paying APY if it has more than 50k?
4.15%
how to locate DD portfolio
Direct deposit resource center
What number did we end on the MAP last month?
#6
SENTS
Smile Eye contact Name Thank you Sell sell sell
Approval limit for each teller
senior pb 2500 with recourse
Supervisor 6725 with recourse
ABM 10k with recourse
Qualifications for a RECONNECT account
300 or less
More then 6 month
Less then 4 yrs ago
What’s the opening procedure and closing procedure
1st person waits while 2nd enters to disarm the alarm.
1 drawer stays out until everyone it’s ready to go to the back and close
What is our SNAG target?
23
BESST
Bankers excelling sales and services together
What is the longest hold you can place now? And what are the reasons for a long hold?
Over 6725
OD items
New account
withdraw 6 times a month
$10 fee after the 7th withdraw
$2500 daily balance
What do you need for a SOLE business account
DBA
And TXDL /ID