Show:
General Safety
Opening/Closing
Securing Info
Robbery
MISC
100

Where is our Emergency & Offline Binder located? Please go grab it!

LOCATED! (In the cabinet behind the transaction line)

100

What is our safe haven and passcode?

St Paul Cathedral

Marty

100

What report do we have to complete if we know or suspect customer information being compromised?

Privacy Incident Report.

100

What should you never do during a robbery?

Freak out. 

Yell "Im getting robbed!"

Tell the robber you are going to activate a hold up alarm.

Chase the robber.

100

Demonstrate the robbery dispense features on TE

Alt+F8

or

Robbery 

200

If there is a safety concern, who do you call?

1. 911

2. Global Security

200
When is it ok to let yourself in our out of the branch?

If you are the first person in or last person out during closing or opening.

200

If a vendor is in branch and needs access to a secure area what do we do and why?

Stay nearby when vendors are in areas where confidential infoamtion or bank assets are present. To protect ourselves, the firm and our customers.

200

While the robber is in the branch what should you do?

Activate robbery alarm when safe to do so.

Get cash from the nearest source.

Keep any physical evidence (note) and avoid touching any evidence.

Observe (clothing, jewerly, oder, piercings, tattoos, scars, birth marks, eye and hair color, facial features, mannerisms, speech patters, ect.)

200

A fire breaks out or you smell smoke, what do you do?

Ensure everyone in the branch is aware. Immediate evacuation to the safe haven. Call 911 and global security. 

300

What is the top priority in emergency situations?

Everyone's Safety! 

300
If the opening signal is not set or set incorrectly, what do you do?

1. Go to safe haven.

2. Call 911 AND Global Security. 

300

When is it ok to use speakerphone?


In a closed office.



300

After the robber leaves the branch, what are your next steps?

Lock all branch doors, cash drawers and workstations.

Grab the Emergency Binder and follow steps.

Finish any tranactions in process and don't start any new transactions.

Do not discuss the incident or the suspect's description.

Secure the individual that got robbed.

Call the police and global security.

300

A customer starts to get verbally abusive to you and starts throwing items in the branch, what do you do?

Branch management should attempt to de-escalate and remove individual from the branch. Call the police and global security. 

400
A new reporter calls the branch and wants to take a statement about a recent occurrence at the branch, what do you do?

Refer to Media Relations. (Found in the emergency binder)

400

What should the opening team members look for during the exterior building inspection?

ex: broken windows, ajar doors, suspicious objects/people. 

400

What is confidential information?

  • Personal information (PI), which is information that identifies or can be used to identify an individual on its own or in combination with other information in JPMC's possession
  • Client Information (CI), which is any non-public information about a client or its business processed by Chase (e.g. accounts, transactions)
  • Information related to an individual, business or entity (e.g. estate, trust, guardianship) including (but not limited to):
    • Account number
    • Account title (business name or entity title such as "Estate of John Doe")
    • Name (first / last / nickname)
    • Name with personal information (e.g. address, gender, income)
    • Social Security number (SSN) or foreign country equivalent
400

What are the 3 Cs in a robbery situation?

CALM (stay calm

COMPLY (comply with demands)

CONCENTRATE (observe robber's actions and appearance) 

400

What should we do if an individual is spending time in our branch and doesn't appear to be conducting banking business?

As long as they are not disruptive and not posing a secuirty concern, no further action is needed. 

500

Give 5 examples of emergency situations.

Robbery, Evacuation, Power Outages, Fire, Suspicious Items, Lockdown, Flood, Bomb Threat, Winter Weather/Tornado, Medical Emergencies, Closing Branch.

500

What is our opening procedure? From start to finish.

Both openers circle the branch, checking the exterior of the branch for any safety concerns  First person arrives and parks in the front, second person pulls around and parks behind the first, after the second person arrives, first person goes in (checks the interior) unsets alarm, sets opening signal. Goes straight to the front door and watches second opener walk up and lets them in.

500

What are 4 ways to secure confidential information?

1. Lock your computer when you walk way.

2. Keep customer and internal documents locked and out of customer view.

3. Never share or post employee work schedules, cash shipment days, SIDs publicly. 

4. Never keep copies of IDs or personal records.

5. Shred confidential information.

6. ALWAYS ID your customers! :)

7. Always confirm all customer information and bank-sensitive information is cleared from screen before letting customer use computer / tablet

500

How many hold up alarms are in the branch and where are they?

BONUS: What buttons on the alarm panel activate alarm duress?

9 (SHOW US!) 


Top two left (hold for 2-3 seconds until keypad beeps)

500

Also, is it ever ok to charge your phone from JPMC computers?

Negative Ghost Rider.