Foundation RECAP

Financial Wellness

100

What is primacy?

5+ qualifying transactions from a Checking account in one calendar month

200

What is a warm transfer? 

A warm transfer occurs when one employee answers a call and then transfers the call to a different employee but passes on any relevant information so that the caller doesn't have to repeat themselves.

300

How do we introduce Financial Wellness Review?

Confident Positioning Statement  

400

What are "bundle solutions"?

Recommendation based on the information provided. 

500

4 Steps of the Client Interaction Model

•Confident Positioning

•Needs Identification

•Recommendation

•Fulfillment and Follow-up

Miscellaneous

100

What is the minimum borrowing on a Personal Loan? 

2k

200

What are the Balances to Open our 3 checking accounts?

Key Select $50

Smart Checking $10

Hassle Free $10

300

What is Own Your Day?

Own Your Day is where you will begin, and it is where you will access the Key Financial Wellness Review

400

Mention 3 "Special Checks"

• postal money orders
• US Treasury checks
• Federal Reserve Bank checks
• Federal Home Loan Bank checks
• cashier's checks, official bank checks, certified checks, teller's checks
• traveler's checks
• state and local government checks

500

What does ACES stand for?

Actively Listen 

Confirm

Explore

Share

Operations

100

What is Dual Control?

Maintaining certain items or performing certain functions with two branch employees actively participating from start to finish.

200

What is the first thing we do if we are out of balance?

Recount your money

300

When do you need to audit yourself in a cashbox?

Every time you take ownership of a cashbox/vault?

400

How would you answer if someone comes to the teller line or banker side and asked about Annuities? 

Refer them to a Licensed Banker or Private Client Advisor.

500

What do we have to do when we walked away from our Station/Banker desk?

LOCK YOUR SCREEN!!!

Teller 21

100

What is Electronic Journal (EJ)?

Information about transactions processed on Teller21.

200

Which 3 options do we have for a receipt? 

Email, Paper and None

300

3 Types of Secondary Identification

• a valid major or local credit card
• a valid debit card with a Mastercard or VISA logo
• a valid student identification card
• a valid chauffeur's license
• a valid weapons permit with or without a photo
• a valid employee identification card issued by a well-known company with the company name printed on the card
• a valid military draft card
• a valid government identification without a photo

400

What do we have to do before Balancing the Cash Box?

Clear warning box (batch work)

500

When do we have to fill out the Teller Out of Balance Sheet?

Any time we are over/short $75.

Products

100

Which toolbox or App have our Products?

Sales Product Guide

200

Which 3 Checking Accounts we offer at the Branch?

Hassle Free

Smart Checking 

Select Checking

300

What is the minimum and the maximum to contribute to EasyUp?

10 Cents - $5

400

What is the minimum and what is the maximum amount for our Secured Credit Card?

$300 - $5000

500

How many savings do we have and what are they?

3. Key Saver

Key4Kids

Key Select MM Savings