RB Model
Products & Services
Policies & Procedures
Desktop Teller & CSS $ Balancing
Random Trivia
100

First reaction when client walk into the center

Greeting, such as a hello. 

100

The most common type of account our clients have

What is a checking/DDA account?

I will also accept 130 - Everyday Checking

100

The current All Clear signal

What is the first window shade in the conference room?

100

The quick keyboard command for a checking deposit

What is 1-0?

100

How long has Penny been with ONB 

10 years

200

The purpose of the RB model is to

To sit down with our clients, to discover needs, and services we might be able to provide. 

200

What's are the two-service fee's for a 130 Everyday Checking account?

6.95 and 3 for paper statements 

200

The act of two persons monitoring an activity or accessing a secure area

What is dual control?

200

Besides calling Helpdesk. How can we release a Zelle Lock. 

Creating a task in CSS to get Zelle Unlocked. 

200

What is Laurens last name?

Sliger

300

What is the primary duty of position #1?

Take first walk in, and run transactions 

300
What are the closing cost for a QHR 

299

300

Our office follows a  ____  ______ Policy  

Clean Desk

300

At the end of the day, what's the only currency that can remain in your til 

Bait Money 

300

In what States is the new merger taking place?

Minnesota, N Dakota, Wisconsin 

400

How do we transport money to/from our office. 

Blue bag


400

What is the rate for Prime.

7.50

400

If a client is Deceased without POD's on an account. How long does a beneficiary have to wait and what's the affidavit needed to be filled out. 

45 days, and Small Estate Affidavit

400

How do we make BK Mortgage Payments 

What are Misc. Payments?

400

Amber Barbour doesn't like to be called ___ Head 

Helmet 

500

What is the primary duty of position #4/last position?

To cover drive, finish non-transactional work, answer phones, make calls, and help when needed.

500

What are the two loan products, we offer if a client wants to perform home improvements using their equity. 

What is a HE Loan or HELOC?

500
If a non-client wishes to cash a check over $500, we require ____ ID and a call to _____

If the check is over $3000 we must get approval from ______ 

2 Forms of ID.    Account Holder

Amber Barbour 

500

Total amount of currency/coin must be under $_____ at the end of the business day. 

$1,500

500

Michael Koger is allergic to what

Red Food dye