Audit
What is the Maximum amount of cash that can be in a CSRs Top Drawer?
$4,000
What is the Minimum balance for our 3 CD specials?
What is: $1,000
Who is the First Person that needs to be contacts if Lost Connectivity?
Who is: Regional Manager
What do we Strive to be as a bank?
What is: Best Community Bank in America
What is the closing costs for HELOCs?
What is: $0
What is the maximum amount of Cashier's Check that a Banker can Sign?
What is: $100,000
True or False
We can offer Consumer Prepaid Debit Cards but not Business Prepaid Debit Cards?
What is: FALSE
As of Monday April 1, 2019 we will temporarily stop offering both consumer and business prepaid debit cards. New requirements go into effect on Monday and we need to update our information.
We can still replace a card if a customer has to close it due to fraud for example. We can also continue to reload existing cards.
What does BCP stand for?
What is: Business Continuity Plan
What are the 4 bucket names on the Pep Talk Form?
What is:
Manage Money
Borrow
Insure
Invest
What are 5 types of insurance that Peoples Bank Insurance has to offer?
What is...
-Marine
-Life
-Umbrella
-Pet
-Home and Auto
-Business
-Homeowner's and Renters
-Health
-Recreational
-Disability
What are: Name, Acct #, SSN #, Debit Card # (1 full 1 Partial).
What is: Group 1 items ask Identifying Customers over the phone
What are 2 examples of leads Customer Care will transfer to your branch?
What is:
-CD Rates
-Loan Payoffs
To clear Loan Exceptions, what button is used on the workflow scanner?
What is: Loan Operations
What makes up the top of the Accountability Ladder?
What is:
Acknowledge Reality
"Embrace it!"
Find Solutions
Make it Happen
What is 4 features on the Personal Mobile App?
What is...
-Debit Card Controls
-Debit Card Use Alerts
-Mobile Deposits
-Bill Pay and Manage Payees
-Transfer Funds
-Financial Calculators
What will the branches be audited to from a Marketing standpoint?
What is:
-Branch Campaign
-Brochures
Brochures on the Intranet - The location of the HELOC and other printable brochures has changed on the intranet. What are they located?
What is: Customer Communication on the homepage then the "Brochures" button
When do we plug for Past Due Safe Deposit Boxes? And what Color is the plug?
What is:
30 Days
Orange
What is the Relationship Selling Steps?
What is:
Launch
Explore
Pitch
Resolve
Close
What are 4 Business Mobile Features?
What is...
-Approve ACH and Wire Transactions
-View Balances, History and Check images
-Deposit Checks
-Bill Pay and Manage Payees
-Transfer Funds
-Locate Branches/ATMs
What do you select to view the customer's signature and/or ID in the Teller System?
What is: The Get Menu
Rate Sheet
We have made several major changes to the rate sheet structure and wanted to make sure everyone was aware of those changes.
Name 2 of the Changes
What is:
No longer subtracting rebates from sales price or MSRP to determine a value on new vehicles
Lowering Loan To Values by 3% for credit scores >629 to offset the removal of rebates from the LTV ratio
Lowering the requirements for the 84 month option from $35,000 amount financed to a starting value of $30,000 for credit scores >700
Longer automobile terms up to 72 months on older units (2011-2013 models with qualifying mileage)
Longer motorcycle terms up to 72 months on older units (2014-2016 models with qualifying amount financed)
What is...
Manager of Deposit Operations?
Asst. Manager of Deposit Operations?
Manager of Loan Operations?
Asst. Manger of Loan Operations?
Who is:
Jeff McDonald
Tara Nalley
Jim Shackett
Joanna Rodgers
What are the 4 Pillars?
What is:
Responsible Risk Management
Extraordinary Client Experience
Profitable Revenue Growth
First Class Workplace
What are 3 services offered by our Trust and Investment Group?
What is:
-Investment Services
-Trust & Fiduciary Services
-Retirement Solution
-Financial Planning