Digital, etc
Manager that can suppress a UE flag
Who is the BSO?
The tool that can help abbreviations for Trust accounts
What is the Trust Titling Tool?
This needs to be accompany a Verification of Assets request for a realtor
What is a TPV?
(extra 100 pts) and balance sheet
Number one reason an employee is late to work
What is traffic?
This CSA Coach grew up in Half Moon Bay and has been in the industry for 33 years
Who is Carrie Christie?
This branch is number one in the Market for eAuth
Who is Redding?
The LSP can replace what forms.
What is the AAA, W9, IRA adoption agreement, Margin and SAC?
This needs to be entered into the system when receiving a gift/meal/entertainment from a wholesaler valued greater than $25.00
What is an NCC?
The most heard phrase on a zoom call
What is 'You're on mute'?
This CSA Coach worked in the automotive industry before working in Wealth Management
Who is Tami Couch?
This makes it easier for client to transition from their traditional bank to MS Cash Plus
What is Bill Pay/Payments Concierge?
Number one return reason
What is document/3D mismatch?
A client or colleague texts you on your personal device.
What is move to corporate approved software/device?
While watching this sport at home people scream the most
What is football?
This CSA Coach was born in Ireland
Who Maria Whittle?
Way to help your FA build his business
What is track inflows and outflows?
The department that can see an attachment in workflow. (NNA or SRU)
What is SRU?
a Trusted Contact is
Who is someone the branch can call to check on the welfare of the client?
This is the most ordered take out food
What is pizza?
This CSA Coach owns chickens
Who is Carrie Christie?