PHX
What color should the address be if it's been updated in the last 30 days?
RED
How many core values do we have?
5
What does TMA stand for?
The Member Advantage
What is a 304 tran code?
Principle only payment
Name 3 tasks that must be done in dual control.
Night Drop
Loading/Buying down RBG
Collection
Instant Issue balancing
Vault (if no single control)
Prepare Shipments
Shred
What does the yellow square icon mean?
Important information regarding member/accounts
Name 3 core values
Joyfulness, Belonging, Goodness, Striving, Generosity
Name the 4 behavior styles.
Controller, Supporter, Talker, Doer
When do you pull OFAC?
Any non-member transaction $3000 or more
What 3 metrics is our bonus based on?
Deposits
Loans
Net Income
Where do you find and update a member's occupation?
Edit MBR- Personal- References
Where do you find the Celebration Station page?
Insider- People Street- Celebration Station
What does AID INC stand for?
Approach
Interview
Demonstrate
ValIdate
Negotiate
Close
When is it ok to deposit a check that's above your limit?
After you have obtained the proper sign off and approval
Name the directors of Retail
Chris Severin
Nikki Butler
Brandy Schloss
Luke Todd
Where do you find the status of a cashier's check or money order and what are the possible statuses?
Post- Inst Checks
Matched, Issued, Void
What is the definition of Heart of the Member?
"Empowering employees to make decisions that serve the member's best interest."
How do you load a TMA All Star nomination?
Insider- TMA- Submit a TMA All Star Nomination
Webforms- TMA All Star Nominations
What is your Cashier's check limit on downtime?
Signing & Amount.
Signing- $500-$5000 depending on title
Amount- $500 ($5000 w/ balance verification)
Name our referral partners.
Extra credit for naming their departments.
Nate Stevens- Investment
Jenell Zuchetto- Business
Joel Armstrong- Real Estate
Where can you find a member's total deposit & loan balances for their entire membership?
"Totals" column at the very bottom of PHX window when in a member's relationship summary.
What 3 area can the Here For Good Foundation donate to?
Art, Education & Economic Development
What do you win if you are named TMA All Star for the month?
$100 gift card of your choice!
At the time of a CTR transaction (before member leaves), Name 5 pieces of information you should verify in PHX.
Address, DOB, SSN, Identification, Phone number, Gender & Occupation.
What is the name of our new Chief Retail Officer?
Brian Read