Platform Activities
Preferred Method for Opening Accounts
What is AAO or Assisted Account Opening
Reward for completing effective Closing Checklist
What is a Golden Ticket?
Reward for completing effective Closing Checklist
What is a Golden Ticket?
Calendar to manage audits
What is the audit planner?
Number of days to dispute an item
What is 45 days?
How to get to know clients
What is the Discover Needs Process
Name 4 of the 8 Weekly Ops Leadership Meeting Topics
ICSC, Losses/Cash Differences, Branch Dashboard, OSAT, ICRC, Securing Confidential Info, Cash Controls, MyCP
Activity to verify proper completion
What are Observations?
Activity to ensure nothing is outdated
What is the Collateral Sweep?
Incentive for quarterly top 20%
What is $500?
Expectations when a clients asks about a Credit Card
What is Share, Show & Point
No branch review findings
What is a Perfect Review?
Weekly Meeting to Review Items
What is the Weekly Ops Leadership Meeting
Incentive for quarterly top 10% OSAT
What is $625?
Tool to document action plans
What is BluePrint?
Secure Chase Banking New Fee Waiver
What is $250 direct deposit
ICSC Due Date
What is the 25th?
When we remove CD Rate sheet
What is Thursday Nights?
March's controls action plan
What are Observations?
How CMR errors report
What is errors per FTE?
Number of ID's needed for Assisted Account Opening
What is 1?
My Cash Manager automatically places a cash order for ATM's
What is within 30 minutes of closing?
Tool to understand Closing procedure
What is the Opening/Closing Job Aid?
Our Values
What is Service, Heart, Curiosity, Courage and Excellence
Only this individual can dispute a CMR error
What is a Market Director?