RELIs
What is the minimum for a secured line of credit
500
TRUE OR FALSE - the quiz is open book
TRUE
What is the first thing you do not do at the beginning of a secret shop
Ask for their ID
Should you reverse an incorrect transaction done on the vault?
No
When did Jess leave WF
After taking this (allegedly)
What needs must the customer meet to get approved for a line of credit?
TRICK QUESTION
we cannot discuss
How often should the All Clear Signal be changed?
Every 90 days OR whenever an employee leaves
What is the correct response when answering the telephone for a phone shop
Greeting/thank them for calling, state that they are calling Woodforest, and give your name
EX: "Thank you for calling WFNB of Newark, this is Madison how can I help you?"
What do you do if a customer brings in a bill that was left in the ATM and nobody ever claims it
Put in in your drawer and deposit into teller suspense
When did Sarah start WF
10/5/2026
What denominations can you get a line of credit (list all)
500, 1000, 1500, 2000, 2500
TRUE OR FALSE - It is okay to be on your phone in the branch AS LONG as you are clocking in?
FALSE
Name 4 products that we offer
OLB, Mobile Banking, Telephone Banking, Cash In @ Checkout, Remote Deposit, E-Statements, RELIs, Greenlight
Can you process an Overdraft transaction of $500 for someone whose balance is currently $20
TRICK QUESTION
it depends on if their OD is active
When did Jess start at WF
11/13/2022
What is the interest rate on a secured RELI
7.99
As long as you are not leaving the branch, it is okay to leave you're drawers unlocked
NO
What are the 2 things most commonly forgotten when doing a mystery shop
Asking for a Google Review, and bringing up Greenlight
If Joe and Sally have a BSC for Sam's Cooling, and Ted comes in to do a deposit, who do you bring into session? Joe, Sally, or Sam's Cooling
NONE YOU BRING THE CUSTOMER IN FRONT OF YOU INTO SESSION
What day did Madison start at WF
11/10/2022
What is the interest rate on a unsecured RELI
16.99
What are the escalations (all 6)
1. Cash audit 2. CIP 3. Key & Combo 4. Overdraft 5. Privacy 6. Dual Control
If you fail a Mystery Shop but the customer states that they would recommend somebody to WF, what is your score?
80%
What are all of the steps of doing a Money Order in D1
Bring customer into session, start MDS, Enter cash OR start with zero, If starting with zero do a WITHDRAW, Click ISSUE CHECK, Select MONEY ORDER at the top, Select recourse account, Enter amount, Submit, Print, END
What day did Samantha start at WF
10/18/2022