Limits
What is the cash limit for top drawer?
$4,000
Student Checking is for students of what age?
13-25
If you have a really neat idea, how do you share it?
Idea and Suggestions Case!
What is the most important item you need before sending a personal lines insurance referral?
EMAIL ADDRESS
What program houses the checklist?
Quantivate
What is the daily POS limit for a personal debit card?
$2000
What product counts as a partner referral and its revenues are credited to the branch's cost center?
Merchant Services
Where do you find our polices and procedures?
Salesforce Knowledge/Articles
Who is the commercial banker that covers our branches?
Shawn Mount
The Branch Internal Controls Self Checklist has how many categories?
8 (Branch Security, Security Device/Procedures, Night Depository, ATM, Cash Management, Safe Deposit Boxes, Misc. Items, Compliance)
What is our branch cash limit?
$500,000
What are the three requirements to get the $300 credit for a new WPB account?
Enroll in eStatements; Have at least one direct deposit; have 5 or more debit card purchases posted during statement cycle.
When should a complaint be resolved?
Crystal's Answer: SAME DAY
Branch Standard: For Bank Errors- 2 days, for all other complaints- 5 days.
Who was the creator of Market Teams?
Tyler Wilcox
Under security; what two types of tests need completed before the 10th of every month?
Walk test and Alarm test
What is the default (Bronze) Zelle transaction limit?
$1,400
What is the repayment period options for a credit builder loan?
12-36 months
Retail Branch Sales Dashboard
What do we need to grow as a company?
(Two answers)
Loans and Deposits
90 days
What is the consumer mobile deposit limit (per deposit)?
$5,000
What documents are needed for a preapproval for a business loan?
Trick question- We don't do preapprovals on business loans.
What date did Salesforce go live?
Valentines Day! (Feb. 14th, 2024)
Who is the head of Community Banking?
Hugh Donlon
How many gift card disclosures should be housed at the branch?
The same number of gift cards available at the branch