Opening Procedures
What is our branch passcode?
Purple
After branch closes, which closing team member(s) can let themselves out?
Only the last closing team member. Everyone else be let out by another employee.
You witness a robbery in progress at the transaction window. When do you activate the hold up alarm?
When it is safe to do so.
How many fire extinguishers do we have?
2
Where is our safe haven?
Aldi
You are NOT a member of the opening team and arrive after opening employees entered the branch, but before the branch opens. What next steps do you take if the signal is incorrect / not set?
Go to safe haven right away and call 911 and Global Security.
True or False : A member of management is permitted to stay alone in the branch after hours, once all closing procedures have been completed.
False.
After a robbery, where do you go to know your next steps?
Emergency and Offline Binder.
You smell smoke and other strong evidence of a potential fire. What are your next steps?
A coworker just told you they emailed client information to the wrong customer. What should you do?
Complete and file privacy incident report.
What are the responsibilities of the second member of the opening team?
To observe first member approach the building while also observing branch surroundings.
An employee is ambushed while leaving the branch, what steps do you take?
Wham safe to do so, call 911, and global security. Decide appropriate action to ensure employees safety.
What are the 3 C’s during a robbery?
Calm. Concentrate. Comply.
What should you not do during a fire?
Yell "FIRE!" and race out of the branch. Or ignore the situation.
An individual comes in every day for a cup of coffee and sits in our lobby for about half an hour. They don’t do any banking business. What should you do?
No further action required.
What should opening team members look for during the exterior building inspection?
Open or broken windows, doors that appear forced open, doors left open or unlocked.
what is the number for global security?
1(800)727-7375
Someone attempts to rob you in the lobby. What do you do?
What can we look out for to assist with fire safety?
Watch for over loaded outlets. Make sure exits are not blocked. Make sure items are at least 18 inches from the sprinklers.
What 3 places do we look for work orders?
BELT, facilities direct, email.
You are the first member of the opening team. After entering the branch and relocking the door, what should you look for as you walk to the perimeter alarm keypad?
Broken glass, holes in walls and ceiling, missing or fallen ceiling tiles, anything suspicious and unusual.
You are part of the closing team and are second to leave the branch. What are your responsibilities?
Re-secure door as soon as person #1 leaves, observe person #1 until they are safe distance away, arm required alarms, exit branch and re-secure door.
What should you never do during a robbery?
Chase the robber outside. Scream "I’m being robbed". Tell the robber you are going to activate the alarm.
After evacuating the building from a fire, what steps should you take next?
Go to safe haven, account for all employees, wait for authorities, GS, and MD to give ok to re-enter branch.
What is the difference between a branch employee, non-branch employee, and a vendor?
Branch employees and non-branch employees have standard ID’s and work for JP Morgan Chase. Vendors work for another company hired by Chase.