How many goals do we need to achieve as a part of our Performance Review?
6
How many Bank Services teammates have pets?
9
CIP Deposit exceptions are moving to what system?
Nautilus
Who is the Director of Treasury Services?
Stephanie Barbier
What is the Banks expectation of time keeping?
Clock in and out daily
NCP, AAP, or CISP are examples of what 2025 performance goal?
2025 Continued Education
Who are the two REC coordinators on our team?
Ronna & Dana
What day are we working to have customer funds available to them?
Next day
Who is our Office Services Specialist
Rob Roussel
Tuesday expectations of HTB Executive Management
No meetings and everyone in office
Problem Solving, Work Quality, Productivity, Independent thinking, and Teamwork are all a part of which goal?
2025 Department, Role and Personal Development
Name the locations Sarah Harolds team work out of?
Johnson City, Suwanee, Asheville, Charlotte, Daleville
Name the online account opening system we are implementing.
Prelim
Who are the HTB Retail Market Leaders
Bria Davis and Christina Lewis
What attire should not be worn to the office:
Jeans, t-shirts, hoodies, sandals, sweaters, tattoos
Hoodies
Which goal is weighted at 35%?
2025 Department, Role and Personal Development
How many Sagitarius's do we have on the team?
3
What system is replacing Loan Serv?
Signature
Name 3 System Analysts
Bradley Coor, Bryant Grondahl, Eric Kehres, Gilberto Bernal, Isaiah Hemance, Nick Light, Pam Shelton, Reuben Hollifield, Zach Ward, Jesse Ortiz
Remote work & virtual meetings etiquette includes:
Camera on- office presentable
pay attention/engage- no multitasking
Arrive/join early or on time
Be mindful of background noise/extra chatter
What goal title is measured by building relationships while partnering with others within Bank Services, across applications or outside LOB’s to improve processes
2025 Elevate Impact
"Holy Bank Balance" is a quote from what movie and year?
1966 Batman Movie- Adam West
What is the estimated time frame that Enteract will replace Aperio?
2027/ 2 years
Name all employees on the team hired in Bank Services Ops in 2025
Elizabeth, Rina, Jacob, Kelli, Andreas, Karen, Gary
Name 5 PTO Courtesy Guidelines