Commerical/Mortgages
Name at least 2 people that work in our commercial department
What is... Bonnie R., John C., Paul B., Tim D., Sue J., Andrew M.
This product allows customers to place their funds in a termed amount of time to earn interest
what is a CD
Sally comes in and states she wants a checking account but does not use online banking or debit cards and will be keeping a balance of $150
What is an essential checking account
The name of our new TCR Core
What is Dyna Core
This person has a little under 1 year left until they're married!
What is Jake
All state or federally licensed mortgage lenders have to register with this licensing system
This is the third-party company we use for credit cards
What is TIB
Fiona currently has an essential checking with us, upon further conversation you see she is using her debit card and online banking. Her average balance is $3,000
What is Kasasa Cash Back
Interchange income is generated from this product or service we offer
What is debit card transactions
This person's favorite color is purple and blue
What is Cindy (Lou Whoo)
This product is used a great way to take advantage of the equity you’ve already accumulated as a homeowner. The minimum you can take is $25,000 and that maximum amount is $300,000.
What is a home equity loan or home equity line of credit
This program is used to check people against different sanction lists
What is OFAC (or lexisnexis)
Billy has shared that he would love to renovate his bathroom in his home that he recently purchased. Billy said the estimate is about $8,000.
What is a home improvement loan
This service is used to send money directly to another account typically same day for a fee.
What is a wire
This persons favorite food is Thai
What is Makayla
Any referrals for a business relationship of $350,000 or less goes to this person
What is Cherly Thompson
This regulation is in place for check holds
What is regulation CC
Timmy stated in the next few years he hopes to sell his pet shop.
They offer business succession planning and can start Timmy on the path to investing his money
This comes in several different series such as series EE, Series I, Series HH all with different yields and maturities.
What is a savings bond
This person is our in-house IRA expert and used to even be the banks IRA admin
What is Laurie
This program helps small business owners develop a business plan
Customers need these 2 items for the bank to conduct a medallion
What is a valid ID and most recent statement that shows current value and ownership on the account
Jill is inquiring about a student loan
What is- Granite Edvance Student Loan Program (undergraduate/ gradate currently enrolled in school seeking additional funds) or EdvestinU Refinance Loan Program (current student loan borrowers that allows to combined current)
This account is used to pay interest to the NH bar foundation to provide civil legal aid to the poor and support improvements to the justice system
What is an IOLTA account
(Interest on Lawyer Trust Account)
Name one person from each branch
What is;
Barrington -Chrissy, Heather, Roxanne, Nicole, Gina
Dover- Maher, Amanda, Steven, Laura, Mae
Rochester - Chris, Tammie, Sharla, Laurie, Carolyn
Durham - Cathi, Karen, Jen, Marcus
Portsmouth - :D