Safety 1st!
What is our Safe Haven?
Trader Joes
Name the card that is best fit for someone new to credit and can increase chance of approval with a checking account holding a balance of at least $250
Freedom Rise
What can be purchased through Purchase tab on Quick Picks?
1. Money Order
2. Cashiers Check
3. Counter Checks
These types of Primary ID can only be used for minors/seniors/disabled persons?
Social Security Cards
Birth certificate (minors only)
What is Mikes dogs name?
Chewy
Where can you locate the Emergency & Offline binder?
Branch (away from customers and in a place that is easy for employees to access)
BM’s home or car (or ABM’s, LAO’s, or MOD’s car if designated by BM)
BONUS: Remote drive-up or walk-up
This card currently offers a 0% APR for 21 months on all new purchases and balance transfers
Slate Edge
What is the check cashing limit for a Cashiers Check for a non-customer?
$1,000,000
What is the required document needed to open a Rep Payee account?
Award letter
What is Mikes wifes name?
Kacie
What are the 2 steps before giving unknown individuals (vendor) access to secure areas?
1. Validate ID and reason for access
2. Stay with vendor when they have access to confidential info or bank assets
Where can you find Gold Box Offers?
Customer Assist, Client Central, Teller Express, Quick Review, Linq
What is the timeframe to reverse a transaction on EJ?
Within 1 hour
What documents require a signature after a name change?
Signature Card
W-9
W-8
Mikes favorite thing to do at home with down time?
What steps do you take if someone attempts to rob you in the lobby?
1. Tell robber you must go to another location to get money, approach the line from lobby side
2. Use ATM robbery dispense function (companion branch lobby ATM ONLY)
Earn 10X points on Chase Dining purchases with Ultimate Rewards with this card
Sapphire Reserved
This is the timeframe that a check can be returned due to an improper, missing or forged endorsement.
36 months / 3 years
What are the current sanctioned countries / regions?
Burma / Myanmar, Cuba, Iran, North Korea, Regions of Ukraine, Sudan, Syria
What dealership did Mike work for?
Balise Ford
Who must be recorded in the VIEW tool?
Non-branch employees not assigned to branch
*An employee who is assigned an SID and listed in the company phonebook, whos permanent location isnt the branch and doesnt directly report to a BM, ABM, or MD
Get 25% more when you redeem your points for travel using Ultimate Rewards!
Sapphire Preferred
These types of checks/endorsements cannot be accepted for negotiation
Last endorsement contains 'without recourse'
Front does not match back (check payable to business endorsed as person not business)
Who can accept Verbal Bankruptcy notifications?
All bank associates
At the age of 4 what did Mike accidentaly do at home?
Set it on fire