Encore
What is the description when selling a coin ticket?
Drawer number a/b cust name (ex: 03 A T Prewitt)
What F key will show you closed accounts for a customer?
F11
Name 2 benefits from MaxMoney.
ID protection, dark web monitoring, accidental death insurance, telephone coverage, travel discounts, VIP concierge service, gas/gift cards, cash back, ATM refunds, free standard checks, free money orders
What is the all clear signal? What should you do if you DON'T see it?
Who can answer the phone?
What should ALWAYS be first when putting a gl description?
cust name & account number
How do you see if they have estatements?
How can a customer avoid the fee on Mychoice checking?
Estatements and one of the following:
1. 20 debit card POS tranactions per statement cycle.
2. Recurring direct deposit of $500 each statement cycle.
3.Minimum daily balance of $2,500
4. Primary account holder under age of 25
Which ID is unacceptable?
a. Us passport
b. Military ID
c. Border crossing cards
d. Medicare/Medicaid cards
C
61
A customer is wondering why you are asking questions during a CTR, what can you tell them? Where do you find this information?
Nothing, give them a pamphlet from the drawer labeled "stamps"
When a customer asks for their balance, which amount do you give them? Why?
Current ledger balance. It includes pending deposits, pending withdrawals and does not include overdraft access
What is needed to put in a non-customer into iStep?
Name, address and phone number.
After opening the ATM, how long do you have to disarm it?
30 seconds
What do you put in the cash advance when it asks to put in the "preprinted bin #"?
First 4 of card #
What is needed in a cash advance description?
ID type, ID number, birthday, card expiration, approval code, and card type
Sign his name with "deceased" next to it and then sign her name.
Where would you find a credit card application? What do you add to it before printing and giving to a customer?
A customer has something really positive or really negative to say about the bank, what form is required to record this information?
Voice of Customer
A teller has 1 strap of 100's, three clips of 20's, two clips of 10's, a strap and one clip of 5's, 5 clips of 1's in their bottom drawer. How much wrapped cash do they have?
$4825
2,000- 100
1500- 20
500- 10
600- 5
125- 1
Which GL does a mortgage loan payoff go to? Who do you email once it's done?
REPIP 133512 and 83 ACH ML Lockbox Return
Where do you go to see a customers security question?
F1 into online banking username, then F13.
BONUS QUESTIONS(100 pts):
How do you get to F13?
What is the referral model?
1. Build Rapport 2. Identify a need 3. Question w/ benefit 4. Recommend/Refer 5. Gain agreement/transition
What is the procedure when you receive a counterfeit bill?
What are the 7 crucial systems?
Encore, Banking, Outlook, Teams, Central Archive, Centranet, Check Image Display