Fraud
This form is completed to report something that just doesn't seem right.
What is FID Referral form?
Minimum Branch Satisfaction score to receive 100% on Banker Score card.
What is 87%?
These 7 branches were added to the GB District on July 1st, 2023.
What are Wautoma, New London, Kaukauna, Appleton Northland, Darboy, Neenah and Grand Cute?
This is considered a 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 fraud prevention save/recognition request form?
N.P.S.
What is Net Promoter Score?
August 17th
What is Mr. Schofield's birthday?
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 customer's deposit accounts.
What is Positive Pay or What is reverse Positive Pay?
A.R.T.
What is Appreciate, Respect and Trust?
Make sure to do this when you set up a complementary meeting with one of our financial reps.
What is send an AIS referral?
These are the 5 Required Deposit Account Disclosures.
What are Interest Rate Sheet, Applicable Product Brochure, Account Fee Schedule, Deposit Account Agreement Booklet, Deposit Account Agreement Addendum?
Use this promo code for Special Needs Accounts to remove them from cross-sell reporting.
What is 7000?
If a customer requests this amount of cash, make sure you get FID approval.
What is $70,000?
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
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 these 5 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?