Know your branch
What’s the branch pipeline this month?
131
W.o.w
Walk out working
how much do you have to be out of balance, for them to remove you from your cash?
$200
What are the requirements for a Power Account?
500$ 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-86
DD- 87
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
tax season is the Banks?
a) super bowl
b) world series
c) World Cup
Super Bowl
if we have a line when we get open, what time should we start helping customers?
as soon as possible
10mins before time of open
PLAN
Prepare
Look
Act
Notified
Teller drawers limit?
8k
4 and 4
how much APY is a $500 cd for 7 months paying?
3.5%
how many Auto loans funded we need for the year?
and how many apps we need to the month?
12 funded
20 apps or more
What number are we on MAP this month?
#37
SENTS
Smile Eye contact Name Thank you Sell sell sell
Approval limit for each teller
senior pb 2500
Supervisor 6725
ABM 10k
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 qualifies for a long hold?
Over 6725
OD items
New account
You need to maintain 10k in this account
President select high yield account
What do you need for a SOLE business account
DBA
And TXDL /ID