Retail Things
Most important checking account product
Secure Checking
Who you should tag in your mortgage referral in SF
Jacey
We act as trusted mentors empowering one another to live life to our full potential.
Empowerment
What is the highest dollar bill amount ever issued by the US?
$100,000
Product offered to customers that usually holds a higher APY - that is not liquid money.
CD (Certificate of Deposit)
The person who you should send your consumer loan customers referral to
Shane Johnson (19) and Chelsea Butler (18)
Our service is better, faster, and more informative than that of our competitors
Service
in what order are the babies due this year? (who is due first, second, and last)
Josh, Jacey, Hope
Where you find a customers OLB Login ID in Salesforce
Customer 360> More > Login Info
Our culture encompasses living our values and doing whats right.
Values
Who was the first US Billionaire?
Henry Ford
Customer used system to run their own payroll, bookkeeping, and more.
FinSync
the call back requests located through salesforce that we should be working through each day.
Cases
We provide our customers with an enhanced experience in person an via technology
Experience
What is the new account opening system going to be called?
Enlight
This is where you put your RTO requests. (3)
Workday, outlook calendar, AND Email request
Name 3 options that are found on the salesforce home page as bookmarked.
4sight
OLB
Centrix
Q2
Verafin
Wire System
Workday
We transform financial well-being one individual, one family, one company, one community at a time
Relationships
Mickey Mouse almost went by a different name. What was it?
Mortimer Mouse