Encore
This Tab of a Member’s profile is where staff update personal details such as legal name or government-issued ID information
What is "Member Maintenance"?
This is the application that all front line staff should be in when using CRM
What is "Sales Hub"?
This is Mike's favourite part of the robbery procedure. It is also most commonly the first part of the procedure brought up in staff meetings.
What is "DON'T BE A HERO!"?
This is the only bill type that cannot be withdrawn from our ABM
What is the $10 bill?
This registered account, introduced in Canada in 2023, helps first-time homebuyers save for a down payment with tax-free contributions and withdrawal
What is the FHSA?
This transaction code is used to deposit funds into an account from a GL
What is "dgl"?
This is the queue to which RRIF withdrawal requests are sent
What is "Investments Processing"?
This is our current all-clear signal for branch opening
What is the green potted plant in the front window?
This is the maximum number of full coin boxes that we are able to ship during a single shipment
What are 10 boxes?
This is our current 1 year non-redeemable GIC rate (without discretion)
What is 2.75%?
This is the minimum balance needed to waive the monthly fee of the digital maximizer account package
What is $3,000?
This is the ID under which you generate a portfolio printout for all of a Members accounts
What is the "Household ID"
This is the standard length of a cheque hold as per policy
What is 7 business days?
When ordering cash, this is the number of $50 USD bills contained in a single unit
What is 50?
When completing a lending application, a Member must provide all addresses they've lived in during this time span
What is 3 years?
These are the last two digits on the account number of a direct deposit form that designate an "Advantage Savings Account"
What is 41?
This is what a task becomes when it is actioned by an operations representative
What is a "Case"?
This is the tab on Encore to which the parent/guardian's share Member # needs to be attached for youth accounts
What is the "Account Access" tab
This is the percentage that the branch can be over our cash limit without needing justification
This is the only GIC type that can be redeemed at the anniversary date with no penalty and no need for manager approval
What is the escalator GIC?
This button on a Member's profile is used to view the address of their home branch
What is the information (i) icon next to the home branch name?
These are the two pieces of information required at a minimum to "Update from Encore" to pull over new Member information to CRM. It is commonly used to manually open new CRM contacts for new Members.
What is "Last Name" and "Member number"
This is the last page of a physical packaged lending file
What are the comments?
This is the required number on a CSB to search the bond status and redemption value on the bank of Canada website.
What is the certificate/serial number
This is the interest rate % lift to LOC Prime on an unsecured line of credit for A paper
What is 3%?