Savings Accounts
Salesforce Cases
Limits of Authority
Currency
Forms
100
Great way for kids to save the pennies in their piggy banks. 

What is Looney Tunes Savings Club?

100

I'll be going to Mexico tomorrow. 

What is a travel notification?

100

Amount a banker can do a cash advance up to without approval. 

What is $1,000?

100

This roll has $2 in it.

What are nickels?

100

A detailed contract that lists the signers on the accounts and the type of account. 

What is a signature card?

200

You need to keep at least $200 in this account to not have a $6 service fee.

What is traditional savings?

200

I would like $500 to go towards my regular payment and $25 to go to interest. 

What is a loan servicing case?

200

An assistant manager can approve a cashier check up to this amount. 

What is $50,000? 

200

Andrew Jackson is on this bill.

What is the $20 bill?

200

Form that allows for the removal of an account owner from an existing account. Has to be notarized and new signature card made. 

What is relinquishment of ownership rights?

300

View this savings account on BOB.

What is business savings?

300

Case made when a client passes away. 

What is a decendent notification case?

300

A personal banker can initiate a wire up to what amount?

What is $10,000?

300

I would like 1 roll of each, how much is that? 

What is $17.50?

300

Form that instructs us who has access to the account and the funds after a death. 

What is POD Beneficiary Form?

400

Savings for those under 22. Minors need to have a joint with someone who is 18 or older.

What is Varsity Savings?

400

I need to order Great British Pound. 

What is a foreign currency order?

400

A branch manager can approve a new account deposit up to this amount. 

What is $100,000?

400

This strap comes in an amount of $500. What bill am I?

What are $5 bills?

400

Instead of reading through a client's trust, we keep this on file. 

What is a trustee declaration page?

500

This savings account has 4 tiers and has limited transactions. Micky Mouse would use this account. 

What is Money Market Account?

500

I work in the marijuana industry and I am interested in opening an account. 

What is a MRB referral?

500

Senior Branch Managers and Regional Retail Managers can approve a temporary POS limit to what amount? 

What is $10,000?

500

If a client wants one box of quarters, dimes, nickels and pennies, how much would that add up to? 

What is $875

500

Form that informs us how clients would like their overdraft connected to their account and their debit card.

What is the overdraft consent form?