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Checking
Savings
Phones
Miscellaneous
100
Account - Codes - Status - Date Opened
Where do you go to see when an account was opened?
100
Receive eStatement, Have 1 direct deposit or bill payment, have 12 posted debit card transactions.
What are the 3 requirements to receive the higher interest rate on eResards checking?
100
When you are 14 years old.
What age can you open a savings account without a parent?
100
Press transfer, dial extension, tell recipient who's calling, Press Yes.
How do you transfer a call to someone?
100
Any owner on the box or anyone accompanying an owner on the box.
Who can enter a Safe Deposit Box?
200
Anyone who is showing as a "signer" on the account.
How do you tell who has access to an account?
200
Age 16 with a parent or age 18 without a parent.
What age can you open a checking account?
200
Either keep an average daily balance of $250 OR be under age 21 or over age 65.
How do you avoid a service charge on a savings account?
200
Press Transfer, dial extension, Press More, Press to MB.
How do you transfer a call to someone's mailbox?
200
By using the new card with their current PIN number.
How can a customer activate a reissued card?
300
If there is a teller alert code 71 under warnings
How do you tell if a customer has ODP?
300
A 1/4% bonus rate on certificates of deposit.
What is a benefit of having a Relationship OR Interest Checking Account?
300
When there is a daily available balance of $50 or more.
When is interest paid on a savings account?
300
Press Park, dial extension
How do you park a call on someone's phone?
300
Visa, Mastercard and Discover
What kind of cards can we accept for cash advances?
400
By looking at the addendas on the PORT level for the agents name.
Where do you find POA information for an account?
400
Free Online Bill Pay for up to 15 transactions.
What is a benefit of having a Relationship Checking Account?
400
A $25 automatic transfer must be made into the account each month.
What is a qualification for a Savings Builder Account?
400
Put the caller on hold, dial call center, after announcing caller press join.
How do you connect a caller to another location?
400
$225,000
What is our branch cash limit?
500
-CRCD is coded in the indirect addenda field on the Port.
How do you see if a customer has an Emprise Credit Card?
500
The day before the last day of the previous cycle through the day before the last day of the current cycle.
What is the cycle that is used to figure transactions for an eRewards account?
500
Not more than 6 of the "limited" type transactions.
How many transactions does Reg D allow from a savings account per month?
500
Press directory, scroll to name, press dial.
How do you use the phone directory?
500
Fraud Risk Identification Service
What does FRIS stand for?
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