Referrals
The number of referrals to meet your goal for the quarter.
What is 12?
These items are under every teller station and desk, and require two buttons to be held to trigger.
What are the silent alarm systems?
This type of deposit is to be used for large amounts of checks, courier deposits, mail deposits and night drop deposits.
What is a deferred?
This form is used to Add or Delete a Signer.
What is the Add or Delete Signer form?
The beverage dispensing location that is extremely well known for their Frappachinos and PSL (Pumkin Spice Latte).
What is Starbucks?
The type of qualified referral that can get you $25, regardless if the client uses the service
What is Wealth Select/Managment?
The object used to show other employees that the branch has been cleared to enter when opening.
What is the all-clear (currently the NSB 1950's Posterboard)?
This is the transaction button we use to assess fees to clients, such as a notary or overnight shipping fee.
What is the GL Credit button?
This form is used when a CTR needs to be completed, but the internet is offline.
What is the Offline CTR?
This book trilogy that follows Frodo, Sam, Pippen and Merry on their great adventure to destroy an evil ring.
What is the Lord of the Rings?
This company is a partner that helps businesses with their payroll
What is Paychex?
These negotiable items are to be checked daily at close, making sure that serial numbers are in order, before being placed in the vault.
What are Cashiers Checks?
This form, shortened to CTR, is needed to be completed when a person brings in or takes out more than $10,000 in cash.
What is a currency transaction report?
The form used to submit a Night Deposit Log.
What is the Night Deposit Log Submission?
Would you like to play a game? This horror series featuring John Kramer "helping" others to learn to live better lives, boasts 10 movies, and often features a puppet on a tricycle.
What is Saw?
This credit-based product helps clients prevent overdrafts from occurring when they reach a negative balance
What is a Flexline?
This binder (located in a drawer behind the teller line) gives us plans, documents and a contact list in the event of an emergency.
What is the Business Recovery/ Resumption Plan?
This is the dollar amount from a cash withdraw/change order from a business account, where we will need to fill out a Monetary Analysis Form.
What is $5,000?
This form is used when clients request a large cash withdraw.
What is a Large cash withdraw form?
The most well-known tabletop Role Playing Game that requires dice rolling, has players control fantasy styled characters going on magical adventures to slay the titular creatures, and delving into the titular locations.
What is Dungeons and Dragons?
This person is our contact person for Clover, our merchant services partner.
Who is Julia Roth?
This is the question our security company will ask, in a call, in the event of a silent alarm being triggered.
What is "What time do I work today?"?
The teller transaction button we use to help an affiliate client withdraw funds from their account.
What is the cross affiliate debit?
This form is used to submit surprise cash count.
What is the surprise cash count submission?
I tap my land and cast lightning bolt! This Hasbro owned trading card game, dubbed the first trading card game, boasts the most number of unique cards (over 25,000 and growing), surpassing both Pokemon and YuGiOh.
What is Magic the Gathering?