Encore
What is the tran code for a regular checking deposit?
54/540
What F key displays the pending withdrawals when you go into an account?
F6
What is the monthly fee for a MaxMoney account?
$9.95
How long is the timer on the vaults in the back?
15 minutes
When do we open and close the blinds in the drive-thru?
7:55am and 5:05pm
What is the function to run a prepaid card deposit?
1- Deposits
0- Prepaid Card Deposit
What is the Banking shortcut to find a mortgage loan?
fq79
What is an analyzer?
A brief questionnaire to find the best account for the customer.
What is the all-clear signal?
One CLOSED sign on in the drive thru
What needs to be done at the end of each day before everyone signs off of Encore?
Force off users and Close branch.
What is the tran code to close an affiliate account?
75/750
When a customer asks for their balance what do you give them, and why?
Current Ledger Balance, because it doesn't include OA and it is the actual amount they have, while the available balance is the amount they have after all unprocessed transactions are completed.
How much do you earn when you use a RAF slip for a new account/new customer?
$60 ($10 for Analyzer, $50 for RAF)
Who is our security officer?
Chuck Roonan
When a business drops off bags what do you do?
Write them in on the day drop paper.
What is the description for a cash advance?
DL type, DL number, DOB, card expiration date, approval code, type of card.
Name 3 deciding factors to look at when placing a hold.
1. Date opened 2. Avg collected 3. Number of NSF 4. Past deposits
A customer asks for a new debit card due to fraud and a printout of their activity for the last month; what product/service could you recommend?
Credit Card, Online Banking, Alerts, eStatements
What is the code to arm/disarm the ATM?
3219
A teller has 2 clips of 20s, 1 strap of 5s, a clip of 10s, and 6 clips of 1s in their bottom drawer. How much do they have in wrapped cash?
$1,900
How do you find the check cashing list?
Favorites, quick links, checks to cash list.
What does it mean when there is a P or an S next to the names on an account?
P- Primary
S- Secondary
What is the referral model?
1. Build Rapport 2. Identify a need 3. Question w/ benefit 4. Recommend/Refer 5. Gain agreement/transition
What form do you fill out if you give the wrong customer information?
The security incident report.
What are the 7 crucial systems?
Encore, Banking, Outlook, Teams, Central Archive, Centranet, Check Image Display