ATM
What does ATM stand for?
Automated Teller Machine
Why is Digital Banking important?
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What are our 3 checking accounts available to open at the branch? Can we open any shelved DDA accounts?
Exceptional Checking, Value Checking & Shaka :)
Yes, of course!! Exceptional Choice Checking & Value Plus Checking can still be opened!
What social media platforms can be used to probe customers if they have an email address?
Facebook, Twitter, Instagram, TikTok, Whatsapp
What year did Ian and Nona start working for CPB?
Ian started in 2019. Nona started in 2020.
What is the daily cash withdrawal limit for CPB customers?
$1000 Daily Limit For CPB Customers
Is Online Banking & Mobile Banking the same vendor?
NO!!!
Online Banking = Architect
Mobile Banking = MX
If mobile banking goes down then a customer can login through Online Banking & vice versa
Why do we want new customers to the bank?
New customers = more new core deposits & potential to cross-sell
What TWO account information items MUST be up to date on a customers profile to enroll in OLB?
Phone numbers and email addresses.
What is Be CPB?
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How many ITEMS can you deposit at one time into our ATM?
30 items (cash and/ or checks), anything over 30 items has to be a separate transaction
What is our current daily Zelle limit?
& How do you find it?
$2000!!!
To find it select:
Send Money w/ Zelle -> Select Recipient -> under amount select hyperlink "Limit"
What should we do prior to opening an account for a customer?
We should ask the RIGHT questions to find out what kind of financial activities they have going on and then RECOMMEND the right product based off the conversation.
What should the customer do before leaving the branch after the initial OLB enrollment?
Successfully log into their Mobile Banking via their CPB app.
Who is Ian and Nona's boss and what is his/her title?
Jason Lazzerini
Chief Digital Officer :)
Is there a $$ limit to how much a customer can deposit in one day?
No $ limit
What 3 items are REQUIRED to use Zelle, Bill Pay & External Transfer?
Valid US phone number, US address (physical not mailing) & SSN
What does it mean for a customer to be digitally enabled?
Educating our customers on all our digital services at account opening so they are actively utilizing all digital products and services to the fullest.
What TWO items can a customer reset / request on their own w/out calling CSC?
Username and Password.
What are CPB's TWO visions?
Voyaging Spirit & Positively Ohana
How do you promote the ATM?
What type of transactions would be perfect to move to the ATM?
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Customers coming in with small amounts of cash daily or weekly! Customers with a few checks that do not need the funds available immediately!
What is Credit Sense? & how can a customer enroll / find it in Online Banking?
Credit Sense is a financial tool to help customers monitor their credit health. It typically offers features such as: credit monitoring, credit score tracking, & personalized recommendations.
CURRENTLY, only available in Online Banking as a widget on the home screen, must click and enroll into the service to see Credit Score
What are our 6 Relationship Services?
And why do we want them to use these services as a customer?
Direct Deposit, Money Manager, ATM/Mobile Deposit, Zelle, Bill Pay, & External Transfer
These services provide our customers with using CPB as their primary bank account, keeps them "sticky!"
After entering an international number into West03, what should your next step be so customer can receive the "one time pin" to log into their OLB?
Log into Architect, find the section that displays the phone numbers and check mark the box "International" and click Save. This lets the system pull more than 10 digits for the "one time pin"
What is CPB's motto?
To make a positive difference in people's lives, beyond banking!