Checking Accounts
What is our best value account with the most benefits?
Premier
What program do we use to open accounts?
What age must you be under to open a Kids First?
18
Problem with Integrated Teller?
Branch Support Center (1083)
What time does the Lobby close on Friday?
5 pm
What is the fee for a money order with a premier or classic account?
$0
What two search functions must be ran on all new customers?
What animal do kids get for opening a Kids First Savings?
Pig.
Problem with network or computer?
MIDS (0699)
How often does the grandfather clock chime?
Every 15 minutes
Minimum deposit to open a basic student checking?
$0
True or False: It is okay to use an apostrophe in someone's name.
Ex: O'HARE vs OHARE
False! Do not use apostrophe's in BPM
What is the charge for going over the 4 debit transactions allowed during a statement cycle?
Problem with back counter?
Items Processing/Pam! (0608)
What is Linda's Maiden Name?
Tillquist
What account(s) offer free Online Bill Pay?
Basic, Basic Student, Interest, Classic, Premier, and the Start News. AKA - All accounts.
Can the customer use a P.O. Box as their home address?
No. There is a difference between a physical and mailing address.
What is the main requirement that separates a smart savings from a retail savings?
Requires automatic deposits from a checking account or payroll direct deposit.
Question about Business Online Banking?
Digital Solutions! (0866)
How many funds availability signs are in the lobby?
5.
How much is each depositor insured according to FDIC Funds Availability Policy?
$250,000
What paperwork do you need from the Secretary of State's office if the customer wants to open a DBA that does not use their last name in the business name?
Assumed Name Certificate
Who is our third party vendor for our HSA accounts?
Optum
Problem with wire transfers?
Wires! (1287)
What is the combination to the padlock on the Iron Mountain shred container?
903