Let's do this!!!

Business Results

100

Three benefits with military direct deposit

• No monthly service fee
• Unlimited transactions at non-Chase ATMs (other bank's Surcharge Fees may apply)
• No Chase fee on incoming / outgoing wires (domestic and international)

200

Our Q4 portfolio refresh takes place on what date?

Dec 23rd 

300

What is the Zelle limit and Quickdeposit limit for CPC?

• Chase QuickDepositSM limits: Up to $100,000 per day and $250,000 every 30 days. 
• Zelle® limits: Up to $15,000 for select transactions. See Zelle® service terms for details6
• Chase ATM withdrawal limit: Up to $3,000 per day

400

Name the 4 components of the Monthly Culture Planner (in the break room) 

1- Development

2- Engagement

3- Wellness

4- Community & Inlucsion

Customer/Client

100

What is our YTD OSAT score?

88.4

200

What are the 3 KPIs for OSAT survey?

Great/Thanked/Called by name

300

Requests for non-standard accommodations must be referred to.......

Chase Accessibility Services;

400

Starting March 15, 2026, Secure Banking accounts can receive.... AND.....

 incoming domestic and international wire transfers

Control

100

Is the lobby considered a secured area before opening and after? 

Yes

200

List the steps to authenticate Non-branch employee

1- Ask individual for their SID 

2- look them up in the Company Phonebook 

3- Review the individual's Company Phonebook profile photo to confirm they are the person in the branch 

300

The following things are required when a check is presented for cash and the payee is unable to write or needs an ADA accommodation........

1-Payee must endorse with X, other mark or stamp 

2- Required ID must be obtained and banker must write "customer presented ID" or "known customer," 

400

Name this month conduct compass topic? 

Related to our Code of Conduct

Fee refunds

Bonus

100

How do we handle investment complaints?

Refer to CWM

200

Name our bank priorities 

1- Be the easiest to bank with

2- Be trusted in our community

3- Be the bank for all 

300

Military benefits available on one business account per customer

True or False

True

400

Name our Q4 2025 Campaign

Plan for Success