AAA
This must be done fully by the MEO prior to offering products and prior to meeting with the manager
What is Assess?
This kind of error occurs when ID and/or personal information is entered incorrectly into the application
What is a CIP?
Reminder: Misspellings count against you. State issued IDs expiration date
This NBA milestone was recently achieved by Steph Curry of the Golden State Warriors
What is 4,000 career 3 pointers?
These three title docs are required on all private party purchases
What is Title Application, Bill of Sale, and Power of Attorney for all buyers and sellers?
Before entering the branch in the morning each team member should look for this to be given to ensure the branch is safe to enter
What is the Clear message?
Positions oneself as a financial guide by explaining the benefit you provide and how you deliver it uniquely. Effectively uses position, permission and value statements.
What is Value Prop?
Bonus: What is your Value Prop?
This is the correct process for Deletion of Joint on an account
What is both members must be present in a MACU branch at the same time or must be done through the service center?
This is the number of rings forged in the hit book series and block buster movie trilogy Lord of The Rings
What is 20 rings?
Bonus (100 points) : What are the 4 different groups or people who received rings?
These features make up a full MACU inspection
What is the Completed Inspection Form, Pictures showing full collateral, Picture of Vin and Odometer, all uploaded into the application
Reminder: Double check to verify that VIN and MILES match on the inspection form and on the application
This is a security procedure requiring two people to cooperate in gaining authorized access to a system resource (date, files, devices)
What is Dual Control?
Bonus (100 Points): Name three things that require dual control?
Asks impactful, open-ended discovery questions to understand the member's personal and financial situation, accurately identifying their financial dreams.
What is Asking Questions?
Bonus: What is your go to open ended question?
A form is used for when a member deposits or withdraws more than $10k in a business day
What is a CTR? (Currency Transaction Report)
Bonus (100 points): What do you put if they are retired and what do you put if they are stay at home parent?
Actor James Stewart plays George Bailey who is down on his luck in this classic 1946 Christmas film
What is It's A Wonderful Life?
Prior to offering this product this from must be read verbatim during the new account process
What is the ODP Model Form A-9?
This is the amount of time that Mountain America Credit Union gives a MEO to finalize an application
What is 3 days?
Reminder: Once finalized, your application is now eligible for an audit. Take your time and make sure everything is correct and uploaded before finalizing applications
This is the importance and benefit of the MVR
What is being able to look at and discuss the member's entire situation and plan on how to help them define and achieve their financial dreams
All applications must have a decision on them before 30 days to avoid this error
What is Reg B?
While playing for the San Francisco Giants this player hit his MLB record 762nd homerun
Who is Barry Bonds?
This document from the dealership showing breakdown on price REQUIRES signatures from the dealer and from the buyer
What is Purchase Order?
When a MEO's application has been audited and an error has been found the MEO will receive this email
What is an ACES?
Reminder: ACES errors should be responded to and corrected as soon as possible. Do not allow the ACES error to expire out.
During the ASSESS portion with a member a MEO should taking notes on this form and then bring it to the leaders for MVR
What is the MVR Financial Goals Form?
In order to avoid payoff checks coming back, it is good practice to receive this from the member to confirm the address
What is the payoff letter and member statement?
Joe Rodgers Sr. and Tom Forkner founded this American food Goliath on Labor Day weekend 1955 in Avondale Estates, Georgia. Swing on by to enjoy The All-Star Special
What is The Waffle House?
The proper way of signing for a business loan
What is as themselves and as the owner of the business?
This flavor of the delicious drink known as Red Bull is Josh's favorite
What is The Original Flavor?