Procedures
When can Dual pouch bags be completed through SVT?
What is immediately, if not it goes in TED
Steps on processing a loose coin deposit and procedure afterwards
What is All trans-> loose coin deposit-->print loose coin manifest, document on provisional, write on the bag, make outgoing envelope
Protocol for when the branch locks the doors and there's customers left
What is walking the customer(s) to the door
Ways to do a payment
What is automatic, online, mail, in person
The place to go to evacuate
What is Buffalo Wild Wings
1st and 2nd safe opening signals
What is the trash bin and then wet floor sign
The areas that have a signal to let people know that the activation alarms have been activated
What is the breakroom and the vault room
You suspect a bad ID
What is using the ID booklet, UV light, contacting the lead or service manager
A team member calls from another branch requesting information, the next step to handle this request is
What is getting a SOTA Code
The location of the hold up activation alarms
What is at every teller station, banker desks, and vault room
The process for customer compliments and complaints
What is letting the customer know we will share their concern, screen print, and file that same day
How foreign comes in, the process for it, location to keep it in
What is Fedex envelope, dual control, vault room safe F
This stays armed when inspector comes to disarm the alarm
What is the atm's and the vault
A customer comes in asking to do a cash advance on their wells fargo credit card
What is presenting a balance transfer option
The proper way to leave a voicemail
What is saying your name, location of branch, leave # to call back
You use this to find fees
What is Product Database
In case of a robbery, when is it ok to press the activation alarm and how many times?
What is when it's same to do so, everyone should press them
The dual control tasks on the closing checklist
What is securing withdrawal slips, securing cash, setting vault timers, balance the vault, move money from DS to Vault
The location of the robbery safety essentials box
What is the BCR cabinet
Procedure when cash is found at the ATM
What is completing a general ledger, alerting a manager, contact Gateway for support
Acceptable token questions
What is asking for last deposit, phone number, signers on acct, years with WF.