Fraud
Form to fill out if you would like to report something that just doesn't seem right.
What is a FID referral form?
Minimum Branch Satisfaction score to receive 100% on Banker Score card.
What is 87%?
7 branches that were added to the GB District on July 1st.
What are Wautoma, New London, Kaukauna, Appleton Northland, Darboy, Grand Chute?
Satisfactory score on BBQA
What is 90.1%?
90.1 and higher is Satisfactory
85.1 to 90% Needs Improvement
85% and lower Unsatisfactory
4.0
What is the minimum cross sell for 100% on the banker score card?
Recognition of fraudulent activity you stopped.
What is a fraud prevention save/recognition request form?
The acronym N.P.S. stands for?
August 17th is a monumental day for who?
Name 2 different times when NMLS number is provided or displayed.
What Are?
Upon Request
On Email Signature
Before you take an application or discuss Mtg Products (acting as a MLO)
On Business Cards, workstation/desk nameplate
These 3 Key drivers are imperative to help improve banker cross sell.
What are?
Point of Sale
Onboarding calls
Leveraging the cross sell report
Check fraud protection on business customers' deposit accounts.
What is positive pay?
The Acronym A.R.T. stands for?
What is Appreciate, Respect and Trust?
This is a complementary meeting with one of our financial reps.
What is an AIS referral?
What are the 5 Required Deposit Account Disclosures?
Interest Rate Sheet
Applicable Product Brochure
Account Fee Schedule
Deposit Account Agreement Booklet
Deposit Account Agreement Addendum
Special Needs Accounts use this Promo Code.
What is 7000?
Amount of cash a customer may request that we need to get FID approval.
What is $70,000.00?
This rule defines the emotions of our customers during the beginning and the end of their interaction.
What is Peak - End Rule?
This Consumer credit card earns 1.5 Points per $1 spent.
What is Visa Real Rewards Card?
Name the 4 Complaint Statuses available in TellerPro/SalesPro.
What are?
In Progress
Closed - Customer satisfied
Closed - Customer Unsatisfied
Escalated to We Care
This market has the highest YTD final cross sell with 4.29%.
What is the Lighthouse Market?
1-800-991-7705
What is the Fraud Line phone number?
These 4 primary banker CEM attributes contribute to a top branch satisfaction score?
What are?
Used Name, Thank for Business, Recommend Products and Services, Review Benefits of Online and Mobile Banking
$2500
What is the maximum quarterly incentive a banker can earn?
KYC information is obtained and/or updated when any of the following triggering events occur:
What are?
New customer onboarding
Customer added to an exiting account
Opening a new account
Adding a debit card to an existing account
Change in entity structure or ownership
The top 8 cross sell products and services.
What are checking, savings, online banking, mobile banking, debit card, direct deposit, bill pay and credit card?