Products
Which checking account type am I- Tiered premium interest rates based on balances and receive reimbursements for ATM fees (up to $15 per month) when qualifiers are met.
A. Lifetime Free
B. Loyalty Advantage
C. Lifetime Plus
C. Lifetime Plus
True or False? When placing a stop payment for multiple source IDs, we charge the customer a fee for each one.
False!
What is the name of the fictional wizarding school in the Harry Potter series?
Hogwarts
This competency encourages us to act with integrity, consistency, and credibility to build loyal and resilient relationships.
A. Earn Trust
B. Collaboration
C. Skills/ Development
D. Service to Others
E Take Ownership
A. Earn Trust
2 truths & a lie... Cashapp, Paypal , and Wire Transfers are all different types of P2P transactions.
Yup. Wire Transfers definitley are not P2P!
The Carter Savings monthly minimum balance fee can be waived if the minimum daily balance is met. What is that minimum daily balance?
A. $50
B. $100
C. $200
B. $100 is the minimum, but we always encourage customers to deposit and save more!
In regards to charge off accounts, if the Value Column in DNA shows as "First Point" what would be the next step for the customer to do?
Who used to be married to a VS Angel and is also a member of Maroon 5?
Adam Levine
This Competency is all about finding our purpose and success through helping our peers solve solve problems they face today and in the future.
A. Earn Trust
B. Collaboration
C. Skills/ Development
D. Service to Others
E Take Ownership
D. Service to Others
What ar some of the different resources you can use for research tools while on a call besides an email to the sups?
WOC, Ask Carter, and Carterbank.com are all great tools to use when it comes to conducting research on your calls.
Which account matches this persona/target audiance?
Customers new to banking or looking for less complex & basic banking solutions
A. 50+
B. Loyalty Advantage
C. Lifetime Free
C. Lifetime Free
True or False? ACH Disputes for the same account and same reason, but different merchants has to be on separate disputes.
True!
What popular Disney Classic remake is being released in 2025, starring a red head, her mom, and a wild experience.
Freaky Friday!!
This Competency is about doing what we say we will do and acheive our goals by actions.
A. Earn Trust
B. Collaboration
C. Skills/ Development
D. Service to Others
E Take Ownership
E. Take Ownership
Where is Carter Banks very first branch located?
A. Reidsville
B. Martinsville
C. Rocky Mount
C. Rocky Mount! Mr. Carter opened the Rocky Mount branch December 13th 1974.
True or False? There is a fee on the lifetime plus checking account.
False!
True or False? At the CCC we are unable to close an Overdrawn Account.
False! The procedure to refer to is:
"Activity Manager - CCC Closing an Overdrawn Account" and can be done with a CCC Supervisors approval!
Which of the Golden Girls was known for her love of cheesecake?
A. Sophia
B. Rose
C. Dorothy
Sophia!
This Competency is all about seeking opportunities to work with the right people to deliver solutions that align with our purpose and values.
A. Earn Trust
B. Collaboration
C. Skills/ Development
D. Service to Others
E Take Ownership
B. Collaboration!
A primary applicant can add a joint owner to a personal account who is _____ years old or older.
A. 16
B. 15 1/2
C. 15
A. 15—The primary applicant must be at least 18 years old, but the joint applicant can be as young as 15.
With the Christmas Club, customers can get their money before Christmas. When does the Christmas Club pay out?
A. October 20th
B. November 17th
C. September 9th
A. Payouts are disbursed on October 20th of each year.
When authenticating a CD account what is the third security question you must ask?
Either the amount of the initial deposit or the amount of interest that is typically credited to the account.
What animal can drink up to 50 gallons of water in one go, making it the ultimate hydration champion?
A. Bear
B. Camel
C. Turtle
B. Camel
This Competency is a commitment to developing our personal and professional selves so that we can live our life to the fullest.
A. Earn Trust
B. Collaboration
C. Skills/ Development
D. Service to Others
E Take Ownership
C. Skills & Development
What's the ATM Network that allows Carter Bank Customers to access their money with no surcharge fees across the country called?
MoneyPass!