Remarks
Compliance
BOSS/TDA
Funtastic
CX / APECS
100

DOUBLE DOUBLE POINTS: You would place these restriction remarks when a client needs their account blocked

PND or Post No Debits

100

Manual CTR get emailed to this Dept

0306 Corporate Compliance

100

The Jumbo Hawaiian Miles CD earns 3% interst and this many miles

60,000

100

The 3rd planet from the Sun

Earth

100

CX, EX, & OX stand for

Client experience, Employee Experience, Operational Excellence

200

Account maintenance, Follow up customer calls, & Debit card maintenance have this type of remark

Temporary

200

Four items needed for CIP

SSN, Physical Address, Name, Date of Birth

200

You must bring in this amount of outside $ to qualify for BOSS/ TDA 

$25,000

200

There is a statute in towncenter - near movie theaters, what is it called

Starstruck

200

Name the 5 categories that make up our BXI score

Emotion, Ease, Effectiveness, Advocacy, Enrichment, Retention

300

A Temporary remark last for this amount of months

4 months

300

UDAAP Stands for? & give an example

Unfair, Deceptive, Abusive, Acts, & Practices

300

This is how you can qualify for BOSS Retention

$100,000 spot balance in savings acct

300

DOUBLE DOUBLE POINTS: You “gotta” do this slang term to mean you’re leaving; it’s also good to get one in the polls. 

Bounce

300

Clients provide feedback via this form on customer experience via this form

YTC (Your Thoughts Count)

400

Permanent Remarks are placed for these 2 events

EIR/UAR & Fee Waivers

400

Name 3 items on the 5 in 1 Poster

Equal Housing Lender, New Acct, Community Reinvestment act, etc

400

Name the 5 required items for BOSS/ TDA Blue 360

Clients Name, Product, Account Number, New Money, Anticipated closing date

400

What was the 1st Pixar Movie

Toy Story

400

Chief Experience Officer

Kristine Stebbins

500

Name 4 of the 5 debit card maintenance remark types

Warm Block, Hot Block, Closed, Issued New Card, Re-issued Card

500

Compliance Officer

Bill Shiroma, Susan Chan, Rudy Alvior, Jody Kim-Fu

500

How many TDA options do our clients have for the Special (not including online)

14

500

What is the human bodys largest organ

skin

500

Name the 3 Senior Market Managers

Aaron Kanemaru, Summerset Lovett, Bruce (Kahea) Williams