Goals
Random
Projects
Name that Employee
House Keeping
100

How many goals do we need to achieve as a part of our Performance Review?

6

100

How many Bank Services teammates have pets?

9

100

CIP Deposit exceptions are moving to what system?

Nautilus 

100

Who is the Director of Treasury Services?

Stephanie Barbier

100

What is the Banks expectation of time keeping?

Clock in and out daily

200

NCP, AAP, or CISP are examples of what 2025 performance goal?

2025 Continued Education

200

Who are the two REC coordinators on our team?

Ronna & Dana

200

What day are we working to have customer funds available to them?

Next day

200

Who is our Office Services Specialist

Rob Roussel

200

Tuesday expectations of HTB Executive Management

No meetings and everyone in office 

300

Problem Solving, Work Quality, Productivity, Independent thinking, and Teamwork are all a part of which goal?

2025 Department, Role and Personal Development

300

Name the locations Sarah Harolds team work out of?

Johnson City, Suwanee, Asheville, Charlotte, Daleville

300

Name the online account opening system we are implementing.

Prelim

300

Who are the HTB Retail Market Leaders

Bria Davis and Christina Lewis

300

What attire should not be worn to the office:

Jeans, t-shirts, hoodies, sandals, sweaters, tattoos

Hoodies

400

Which goal is weighted at 35%?

2025 Department, Role and Personal Development

400

How many Sagitarius's do we have on the team?

3

400

What system is replacing Loan Serv?

Signature

400

Name 3 System Analysts

Bradley Coor, Bryant Grondahl, Eric Kehres, Gilberto Bernal, Isaiah Hemance, Nick Light, Pam Shelton, Reuben Hollifield, Zach Ward, Jesse Ortiz

400

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

500

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

500

"Holy Bank Balance" is a quote from what movie and year?

1966 Batman Movie- Adam West

500

What is the estimated time frame that Enteract will replace Aperio?

2027/ 2 years

500

Name all employees on the team hired in Bank Services Ops in 2025

Elizabeth, Rina, Jacob, Kelli, Andreas, Karen, Gary

500

Name 5 PTO Courtesy Guidelines

  • 1 major holiday per individual per calendar year (ex: Christmas, Thanksgiving, New Year’s)
  • 2, 3-day weekends per individual per year (ex: Memorial Day, Labor Day, MLK Day, etc.…)
  • Option to pick up additional 3-day weekends in conjunction with PTO exists if the extended weekend hasn’t been spoken for by a fellow team member 1 week prior to the holiday date
  • PTO requests should be submitted at least 2 weeks prior to requested date whenever possible.
  • ALL PTO must be coordinated with your POD and any outside POD team members who are included in job duty coverage, prior to submission of the time off request
  • PTO is maintained on the Team Calendar in SharePoint – see below
  • PTO is approved based on department needs and coverage
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