OSAT
3 Key Drivers
What is Greet, Thank, Call by Name
The market’s expectation of the ICSC must be completed by this day
20th of the month
This number of calls and/or meetings must a banker make to meet Banker Coverage of Calls/Meeting guidance
30 calls or 5 meetings held
The number of BRGs
10 BRGs
Reopening a SDB for a customer is permitted if it was closed mistakenly.
Opening a new SDB is not allowed under any circumstances.
This activity can help you measure and increase OSAT
What is Branch Diary.
This is the deducted amount per occurrence on control failures
1.25
A banker must completed a Discover Need for which customer interaction/session to be count on Scorecard?
New accounts
This program honors employees who exemplify our culture in an extraordinary way by living the ______ with clients and employees
Five Keys
After this time period, unclaimed property be shipped to the National Safe Deposit Box Vault?
30 days
Name all 3 of the market plays for OSAT?
Who is inspect MyCP, reduce wait time w/ adapting, complete observations around greet, name and thanked.
The minimum amount required for closure to be sent to Decedent Processing for payout
$250,000
This is the percentage in which the OSAT is weighted on scorecard
15%
This is the 3rd key
Building Lasting Relationships
When adding a lessee, tenant, or legal representative to a SDB, their presence is required (excluding POA).
All signers
This percentage of OSAT is needed to be at a high percentage on scorecard?
90%
This checklist shows the required tasks to be completed daily, weekly, monthly, quarterly, semi-annually, and annually
Internal Controls Responsibility Calendar (ICRC)
In order to get credit for DAP when must they be completed?
Semi-annually: January and July
This is the amount of hours given for volunteer events annually
8 Hours
In addition to proper identification, access to a SDB requires other requirements.
PIN or No Key/Combo