Quality Assurance
This counts as one a of the several “fails” on a consumer account changes form
What is Missing signature, initials, info not matching DNA, etc.
This is where the team meets in case of emergency
What is the tree on corner of 164th. If that is not safe, then in front of Starbucks
This is how many people any one Primary member can refer for the promotion:
What is five
Going to Chelan is this person’s favorite thing to do when they’re not working
Who is Zeshawn
True or False: New Early Saver accounts do not require a pending MIT for follow-up
What is true
These two procedures should always be QC’d by one of your teammates
What is Business memberships and HELOCs
This is our current “Search in Progress” signal
What is that chair at April’s desk turned out and towards 164th st.
For manual referrals (not through OneLink) this is where you will enter the codes in DNA
What is referred member’s share savings account under “account fields”
Paradise falls is the fictional place that this person would like to visit most:
Who is Laurel
This step must be done manually in Appro when accepting and funding Preapprovals
What is run MLA
Cashier’s check stubs must have these three things on them
What is Signature, OFAC, and ID information
This item should be on you at ALL times
What is Keys
This is how long new members have to meet utilization requirements after opening Sav/Chk:
What is 90 days
The 1950’s is the decade that this person would live in if given the chance
Who is Tana
This is the goal for the number of referrals an MCII should have each quarter
What is nine
These types of items do not need to be sent down with daily QA
What is anything faxed, emailed, or scanned to another department (ex. Wire request forms)
This is what you will hold up at your desk for the rest of the branch to see in case of emergency
What is E card
These three types of accounts are not eligible for the promo:
What is early saver, fiduciary, business
Honesty is one skill that this person thinks everyone should have:
Who is Tina
True or False: If a primary member requests a Zero Dividends account, they can still earn interest on their other accounts
What is false
100% of these two BECU products/services is reviewed by QA
What are HELOCs and Personal LOCs
These are the two locations that the Business Recovery Binder is located
What is back room in cabinet above shred bin and in Suzie’s office
These are the two ways new members can meet utilization requirements
What is deposit at least $500 into checking within a rolling month OR complete 5 or more qualifying transactions within a rolling month
This person visited the world’s fair when they were just two weeks old
Who is April
PTO requests longer than _____ may be given on an exception basis:
What is two weeks