D.L. Evans Intranet
Where do you enter Volunteer hours?
Kadince, on the Intranet
How many ways can you access NGP?
Microsoft Edge icon on your desktop
2 NGP links on the Intranet
Search Bar
This tab is used to assign/be assigned a task to complete.
Incident
How much do you need to open ANY checking account at DLEB?
$100.00
Where and when do you approve your timesheet?
In Paylocity every other Friday
Where do you find newly assigned trainings & policies to complete?
In Alerts & Mandatory Reads!
What does a green flag represent in a customer's Portfolio?
The account receives e-statements.
How many days do you have to respond to a referral or incident?
3 days
Which checking account offers Roadside Assistance?
Secure Checking
What are three ways to find an employee?
Branches, Directories, and Search bar
Where do you find your online paystub?
Intranet/Paylocity
Security questions can be found in what tab?
CUSTOMER NAME/CODES
What three things do you need for a prospect?
Name, phone number and permission to contact
Which account helps a customer to re-establish Good Standing with the bank?
Second Chance Checking
Premier Club is for which group of people?
People 50+ or better.
Where do you go to reset a password?
Intranet/Directories
What tab on the left menu bar do you choose to see a customer's entire relationship in one view?
Portfolio
How often does 360 View update
At 7:00PM each day
Which checking account offers an Earnings Credit?
Business Analysis Checking
Where do you find Employee Rights & Responsibilities?
Employee Handbook
Where do you go to fill out your Evaluation?
Intranet/Performance Pro
Where do you go to find out who is connected to a customer's accounts?
Portfolio, Account, Relationships
Where do you record your OWN customer interactions?
Activities
What is the bonus for an Investment referral?
$25.00
Who is the CEO of DL Evans Bank?
J.V. Evans, Downtown Boise Corporate
How many ways can you search for a Policy?
Three:
Documents & Templates
Policies & Procedures
Search Bar (top right corner)
What does DDA Loan Summary refer to?
Money Line
How many days do you have to INPUT a referral?
2 days!
Who are the DLEB check vendors?
Harland Clarke: Consumer
Safeguard: Business
DAILY DOUBLE!!
Who is D.L. in D.L. Evans, and when did he start the bank?
David Lloyd, and he started the bank in 1904