Customer Service
What does FORD stand for?
Family
Occupation
Recreation
Dreams
Overdraft Privilege pulls from a customer's savings account.
False
Overdraft PROTECTION pulls from a customer's savings account.
What day does trash go out?
Tuesday
What department do you contact when a customer has a problem with Mobile deposit?
Cash Management
What type of account earns 2% back up to $300 of debit card purchases per month?
First Fed Cash Back
What is it called when you transfer to someone without warning?
Cold Transfer
Wires can only be signed in person. No exceptions.
False
A wire can be signed over email, but only if they have a wire agreement on file.
Where do we order our supplies from?
Quill
How much can a manager increase a debit card POS limit?
$10,000.00
What account has a $7 monthly fee and when does it occur?
First Choice Savings
When the customer does not keep a $100 daily balance.
What are the three pillars of our mission statement?
Educate, Empower, Exceed
Only Custodians can withdraw funds on an OTMA account.
True
The minor on the OTMA account cannot withdraw from the account only the custodian has signing ability.
pay attention to who has signing abilities on accounts.
How long do we keep debit cards until we send them back to be mailed?
One week
What do you do with an EFT form once completed with the customer?
Scan form in to the "Form drop off folder"
Scan form into Accu
Put form in QC pile
What is the maximum balance a customer can have in a First Fed Cash account to earn 2.01% interest?
$10,000.00
What is our mission statement?
Value People with Every Interaction
Managers are not able to assign drawers.
True
to keep dual control only CRA II, III and FSR's can assign drawers.
When does Titan come to drop off or pick up currency?
Every other Monday.
Do customers have to sign the DCM form if they request a limit above a certain amount. If so, what amount?
Yes, $5,000
When does the billing cycle end on reward accounts?
25th of every month
What are the 5 CX Experience cycle stages?
1. The Welcome
2. Understanding the Need
3. Suggesting the Most Appropriate Solution
4.Delivering the Solution
5. Continuing the Relationship
A customer can order a new debit card for someone else as long as they are on the same account.
False
We must speak to the card holder before ordering a new debit card.
How often are we required to complete alarm testing and Vault/TCR/ATM auditing?
Once a Quarter
What items do we need to open a business account?
EIN Number
Articles of Organization
Operating agreement (if they have one)
What are the qualifications to earning the rewards on First Fed Cash and First Fed Cash Back accounts?
-Have at least one direct deposit payment post
- Have at least 12 signature-based debit card purchases
-Be enrolled in eStatements