GOODDD MORRNIINNNGGG WAKKEEE UPPPPP!!!!!

OMP

100

How do you quote a new auto loan purchase rate?

Today's Annual Percentage Rate (or APR) starts as low as 5.44% for a new car purchase  auto loan. There are many factors such as state of residence, approved loan amount, applicable discounts and credit history that may cause your actual APR to differ. The only way to truly know the loan rate is to complete an application.

200

What is the new process on Cashier's Check Authorization Forms ?

• Financial Center employees do not need to complete this step for non-bar coded forms.
• The field "Bolt Case entered" will be removed as part of the November release. 

Send to Records Management

300

What 3 forms do you need if a Vendor requests access?

1.Work Badge

2. Work order

3.ID

Or contact SOACC if above 3 not provided

400

What is Coerced Debt? How do you assist clients with Coerced Debt from California over the phone?

• Direct the client to visit the California Legislative Information website for details on eligibility and document requirements.
  
  
• Tell the client, once they have collected all the required documents, they need to mail the documents along with a cover letter including their name, contact information and impacted account number(s), if known by client to:
  
  Bank of America
  P.O. Box 226585
  Dallas, Texas 75222-6585

500

How do you quote a 179 day for a fixed term CD & IRA CD?

On today’s date, the current annual percentage yield (or APY) for our fixed term CD & IRA CD is 3.51%.

Bank of America

100

What are BofA's core values?

Deliver together

Act responsibly

Realize the power of our people

Trust the team

200

Why was PR created?

1. Benefit clients

2. Maintain competitive status 

3. Make relationship w clients stronger 

300

ROLLEEEE PLAAYYYYYYYY

Referral to FSA from platform. (merrill offer in interact).

400

What is the bank's placemat? 

Enabling our clients to help better their financial lives. 

Basically:

What would you like the power to do?

500

ROLLLEEEEE PLAAAYYYYYYYY

Position your role 

Teller Line

100

What do we do if we receive a shipment of cash that is not listed on ACT or listed on iCom?

Refuse the shipment.

200

What is the process when a client wants to exchange cash?

Pull client into session. Click Cash Exchange. Enter in amount client gave you. Break down denominations of change provided. 

300

ROLEE PLAAYYYYY

Give me your spiel to present PR to a client on the teller line.

400

How do you process a mortgage loan payoff on ACT?

We do not accept mortgage payoffs on ACT. Refer client to the mortgage department for instructions.

500

What do we do if we receive counterfeit currency ?

1. Have client initial counterfeit bills

2.Complete a Counterfeit Note Report 

3.Make two photocopies of currency

4. Obtain CSR/RB & Vault Custodian initials on 2nd photocopy

5.Submit Suspected Counterfeit Currency to the US Secret Service