Remarks
DOUBLE DOUBLE POINTS: You would place these restriction remarks when a client needs their account blocked
PND or Post No Debits
Manual CTR get emailed to this Dept
0306 Corporate Compliance
The Jumbo Hawaiian Miles CD earns 3% interst and this many miles
60,000
The 3rd planet from the Sun
Earth
CX, EX, & OX stand for
Client experience, Employee Experience, Operational Excellence
Account maintenance, Follow up customer calls, & Debit card maintenance have this type of remark
Temporary
Four items needed for CIP
SSN, Physical Address, Name, Date of Birth
You must bring in this amount of outside $ to qualify for BOSS/ TDA
$25,000
There is a statute in towncenter - near movie theaters, what is it called
Starstruck
Name the 5 categories that make up our BXI score
Emotion, Ease, Effectiveness, Advocacy, Enrichment, Retention
A Temporary remark last for this amount of months
4 months
UDAAP Stands for? & give an example
Unfair, Deceptive, Abusive, Acts, & Practices
This is how you can qualify for BOSS Retention
$100,000 spot balance in savings acct
DOUBLE DOUBLE POINTS: You “gotta” do this slang term to mean you’re leaving; it’s also good to get one in the polls.
Bounce
Clients provide feedback via this form on customer experience via this form
YTC (Your Thoughts Count)
Permanent Remarks are placed for these 2 events
EIR/UAR & Fee Waivers
Name 3 items on the 5 in 1 Poster
Equal Housing Lender, New Acct, Community Reinvestment act, etc
Name the 5 required items for BOSS/ TDA Blue 360
Clients Name, Product, Account Number, New Money, Anticipated closing date
What was the 1st Pixar Movie
Toy Story
Chief Experience Officer
Kristine Stebbins
Name 4 of the 5 debit card maintenance remark types
Warm Block, Hot Block, Closed, Issued New Card, Re-issued Card
Compliance Officer
Bill Shiroma, Susan Chan, Rudy Alvior, Jody Kim-Fu
How many TDA options do our clients have for the Special (not including online)
14
What is the human bodys largest organ
skin
Name the 3 Senior Market Managers
Aaron Kanemaru, Summerset Lovett, Bruce (Kahea) Williams