First reaction when client walk into the center
Greeting, such as a hello.
The most common type of account our clients have
What is a checking/DDA account?
I will also accept 130 - Everyday Checking
The current All Clear signal
What is the first window shade in the conference room?
The quick keyboard command for a checking deposit
What is 1-0?
How long has Penny been with ONB
10 years
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.
What's are the two-service fee's for a 130 Everyday Checking account?
6.95 and 3 for paper statements
The act of two persons monitoring an activity or accessing a secure area
What is dual control?
Besides calling Helpdesk. How can we release a Zelle Lock.
Creating a task in CSS to get Zelle Unlocked.
What is Laurens last name?
Sliger
What is the primary duty of position #1?
Take first walk in, and run transactions
299
Our office follows a ____ ______ Policy
Clean Desk
At the end of the day, what's the only currency that can remain in your til
Bait Money
In what States is the new merger taking place?
Minnesota, N Dakota, Wisconsin
How do we transport money to/from our office.
Blue bag
What is the rate for Prime.
7.50
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
How do we make BK Mortgage Payments
What are Misc. Payments?
Amber Barbour doesn't like to be called ___ Head
Helmet
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.
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?
If the check is over $3000 we must get approval from ______
2 Forms of ID. Account Holder
Amber Barbour
Total amount of currency/coin must be under $_____ at the end of the business day.
$1,500
Michael Koger is allergic to what
Red Food dye