Products/Services
Company Values
DCO/KYC
FRB Systems
Partners
100

This savings account does not provide an ATM card, a monthly statement, or overdraft protection, but can provide a higher interest rate than other savings options.

What is Passbook Savings

100
We strive to _______ at FRB. We also recognize that we're a business of humans; mistakes will happen. Act with integrity, own your actions, correct mistakes, and learn from experience.
What is Do The Right Thing
100
This is where you find various actions or updates including ATM/Debit card ordering, adding a signer, requesting account analysis within DCO.
What is Service Requests
100
___________ is the system used to onboard new accounts, for both consumer and business clients.
What is DCO
100
A 4 digit code that identifies internal colleagues over the phone.
What is Code of The Day... Bonus! where is this located (100pts)
200
This account reverses all ATM transaction fees worldwide, at the end of each statement period. Minimum balance to waive monthly fee is $3,500.
What is ATM Rebate Checking
200
We always aim to exceed expectations and serve our clients in unexpected ways. We'll take on only what we can do right. This characterizes our commitment to _________.
What is Provide Extraordinary Service
200
You should use this piece of client information when searching for existing parties in DCO.
What is SSN/TIN
200
You can search a client in CRB using their email address?  True or False
False
200
Stay current with company information and training using this enterprise networking tool.
What is Collaborate
300
The ______ CD is available to both consumers and businesses, and has no maximum balance; just an approval for deposits over 1mm. This CD is IRA compatible.
What is Regular CD or Liquid CD
300
Everyone at First Republic makes a difference and everyone deserves to feel that his or her contribution is valued. We place a high value on collaboration, and in order to do this we must ______________
What is Respect The Team
300
There are separate teams to provide assistance with KYC documentation for our PBO and PB colleagues. These are ________ or ________.
What is PBO Support or PB QA
300
_________ is the "brain" for the other systems. It is in this system that real time client information is aggregated and accessible to bankers.
What is Total Plus
300
You meet a client that is interested in consolidating their student debt. What partner would refer this client to?
Who is your Eagle RM
400
_______ allows a maximum of six "limited" withdrawals per month for Savings and Money Market Accounts. The excess activity fee is $10
What is Regulation D
400
At First Republic, we embrace change, and every person has the opportunity to _______. We want our people to soar.
What is Grow
400
If your client is opening a trust account and the grantor and trustee are one in the same, and are filing under their SSN. what party type do you assign? (Individual or Trust?)
What is Individual
400
_________ can be found on the Collaborate home screen. This is a good resource to have at your desk for reference when discussing CDs.
What is The Deposit Rate Sheet
400
I am having trouble opening a business account. Time to call ___________.
What is Banker Help Line
500
This is a business checking account where each month the average balance is given an earnings credit, and compared to all account activity.
What is Business Analyzed Checking
500
If everyone can _________, They will do a better job, and clients will feel the difference.
What is Have Fun
500
DCO allows you to open this many accounts for a party at a time.
What is 25 accounts
500
_________ is a hold code placed on accounts suspected of fraud. This places a stop on all account activity.
What is Hold Code 89
500

What Collaborate Department home page is the Deposit Toolkit housed?

The Marketing Department Page

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