Cash, Cash, Cash!
How many bills needs to be in a single strap
100
Name the system/programs you should always be signed into
DNA, Keeper, Dynacash, Better Lobby, Ideal 411, True Checks, ID Check, Outlook & Teams
If you break down your goals, what is the expectation for your monthly accepts
20/month
TCR Duress Key
CTRL + H
What Ideal Branch offers Shared Branching
NSP, Woodbury & Hugo
If you are buying a box of quarters, dimes, nickels and pennies. What is the total?
Q - $500.00, D - $250.00, N - $100.00, P - $25.00
Total: $875.00
Explain what "Variance" means
Having an off-age (O/S)
Explain ICS
A referral program to advertise Ideal Checking accounts to help bring in new members and more revenue.
Duress Code
8499
When someone comes to services our system, what do you need to do?
Visitor Log & reach out to appropriate person
NSP Vault Limit
$900,000.00
Before accepting a check, what are the basic items do you need to look for?
Payee, date, numeric amount, written amount & authorization signature from payor
Name the Bonus Qualified Products & Additional Incentive
Checking/Other Savings $25.00, Mtg/HELOC $25.00, Secured/Unsecured Loans $25.00 & Credit Cards $10.00
What would cause you to be ineligible for an incentive, raise and bonus
Write ups/Performance
$0.00
Explain Unfit Currency
Currency that is not suitable for further circulation due to its physical condition (torn, dirty, limp, worn or defaced), should be included in your regular deposit(s). The Federal Reserve processes this currency.
CK > $6,725 Exception means
First $300.00 available immediately, $6,725.00 is on a 2-day hold, the rest will be on a 7-day hold.
Tellers' Annual Goal
240
Amount requires a CTR & what information do you need
$10,000.01 - Occupation & Employment
When is it appropriate to apply Principal Only Payment on an Auto Loan?
GAP or Insurance Check
Non-member cashing an On-Us Check for $15K. After verifying with our member. List the essential information that is needed for their non-member profile.
Valid ID with information, SSN, phone number, occupation and employment
Give me the proper steps to Reissuing an Expired Cashier's Check
CHECK MUST BE ON HAND-verify that the check hasn't cleared in Official Check Inquiry-Have member sign the back of the check as “not used for Purpose intended"-Deposit the check into the account or reissue
Annual branch goal on the teller line is what
1440
Name the Finacial institution that Ideal merged with in 2017
EFCU (Employees First Credit Union)
What Specialty Account does not allow the Owner to conduct transaction?
UTMA, Custodian & Rep Payee