Procedures
Elevate
Credit Cards
Products
Misc
100

How many times should you count your money before giving it to a customer?

3 times

100

What are the 3 pillars of Elevate?

Be present

Make it Personal

Own the Experience

100

What are our 4 consumer credit cards?

Evergreen

Getaway

Greenselect

Secured

100

On a regular savings account, how many free withdrawals do you have a month?

6

100

You are making a cashier's check for a business. Who is the purchaser?

The person in from of you.

200

How do you enter a distress code into the alarm panel?

Increase your last number by 1

200

What kind of business are we in?

Hospitality Business

200

If a customer is having issues with their credit card, who do we contact?

PAG

200

What is the highest unsecured business line of credit amount?

$7900

200

What is the full name of the bank that was converted to FNBO this year?

Country Club Bank

300

What is the limit of cash allowed in your top drawer?

$3500

300
What is the Max amount of rings the phones should be answered in?

5

300

Do ANY of our credit cards have an annual fee? If so which one?

Business Secured Card

300

How many consumer debit card designs do we have for regular checking accounts?

13

300

If you need to reach out to HR what do you do?

Create a case in Workday

400

If minors go into the SDB Vault what must you do?

Count how many minors and write the word minors with the number next to it. EX: 3 Minors

400

What are 3 things that the branches brought in for elevate

Waters

Stickers

Plaques

Smarties


400

A customer calls to do a credit card application over the phone, what do you do?

We cannot do credit card applications over the phone. Advise the customer to either come into the branch or send the customer an email link

400

A business customer is looking for a POS system. What is ours called and who do we need to get them in contact with?

Clover and Kim Mason

400

What are the four "directions" of our compass?

Vision

Values

Standards

Legacy

500

How many consecutive days do you have to be gone for a vacation audit to be necessary?

5 Days

500

What are 3 things you could do to use elevate everyday?

Greet everyone who walks in the door. Make the customer feel welcomed and cared for, use customer names, etc

500

Which 2 credit cards have 0% interest for a period of time and what is that time frame for each card?

Getaway first 12 Billing cycles

Greenselect first 18 Billing cycles

500

Which 3 savings accounts allow 2 free withdrawals a month and charges a $25 fee for each one after?

$25k Money Marker

6 Month Flex

3 Month Flex

500

How old will FNBO be this year?

169