NEW PRODUCTS
OPERATIONS
What's Changing
WOW
WF Facts
100
This accounts monthly fee is waived by having 10 debit card transactions or a $750 cumulative direct deposit.
What is the Way2Sav checking.
100
This is where you record outgoing mail that includes, name, phone #, and account number.
What is the outgoing mail log? What else do we need to know about OML Muriel?
100
This form must be presented to each customer before doing a financial review.
What is Financial Priorities Worksheet?
100
This is your scheduled time to stand in the lobby and greet customers.
What is Stage Director. What is the Importance, Purpose, or Impact of this Marisol?
100
John G Stumpf.
What is Chairman, President and CEO Wells Fargo & Company FYI: A Minnesota native, he earned his bachelor’s degree in finance from St. Cloud State University, St. Cloud, Minnesota and his MBA with an emphasis in finance from the University of Minnesota. He serves on the Board of Directors for The Clearing House, the Financial Services Roundtable, Target Corporation, and Chevron Corporation. He also serves on the Board of Trustees of the San Francisco Museum of Modern Art.
200
What checking account provides free money orders and cashiers checks and has a $12 monthly fee?
What is the Wells Fargo at Work Checking
200
This must be reviewed BEFORE requesting an approval on a customer transaction.
What is SVT Warning Messages? Muriel or Paloma have more on this!!!!
200
This is what SIC stands for.
What is Store Image Capture. Muriel has more on this!!!!!
200
This is what "SHINE" stands for.
What is Smile, handshake, Introduce, Name, and Eye Contact?
200
This rough % of house holds do business with Wells Fargo.
What is 1 in 3 or 1/3. Also 33.33%
300
This is the amount of the discount if you choose online statments
What is $2.00 /per mo
300
True/False: It is acceptable to give management your keys anytime they ask.
False.
300
True/False: If you make a mistake you have until 4pm to fix it.
What is False? Paloma: Tells us what we can fix and until what time we have to do so!
300
This key Driver metric is guaranteed perfect 5's by thanking our customer for choosing Wells Fargo.
What is Valued Customer?
300
This is how many states Wells Fargo has its 6200 stores.
What is 39 and Washington DC. Marisol and Shawn 3 point value statement.
400
Daily Double 1. Open this business checking account and recive $250 in profit proxy! Please pick your wager amount! .... Name 1 way to waive the fee on this account!
Answer 1. What is Gold Business Service DD Answer: SEE Managers
400
By the end of the day this should be imaged for any new account. .............and they must be what?
What is Account Application with Signatures? Shawn tell us about how this is done.
400
The number of minutes the mid-session review is delayed by hitting Refresh or X button.
What is 45 min.
400
This form online ensures doing things right the first time on follow thru.
What is Statement of Commitment?
400
16 hours of paid time is yours each year for this.
What is Wells Fargo Volunteer hours. Now Paloma and Shawn with Q12 stuff!!!
500
What 3 things have changed on a PMA Premire Checking Package?
What is 1. $100K went to $250K for Atm Fee waiver 2. Name changed 3. $25k in comb balances is now : $25K in qualified deposit accounts or $50k in any account combined with only 10% of qualifying mortgage balances.
500
These two things are required for a $1250 E-withdrawal.
What is a PIN and Primary ID.
500
This is the consequence for placing SIC work in TREE bin.
TRICKY TRICKY: Tree does not exist! More on SIC Muriel or Paloma?
500
When Gallup calls our platform customers for platform surveys this is the additional question asked.
What is Followed thru with kept promises?
500
These are the names of the men who founded Wells Fargo.
Who is Henry Wells and William Fargo.
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