What is the merchant services waiver? Accounts opened after 1/1/2018 automatically qualify. Accounts opened before 1/1/2018 must have a SR completed as shown below:

Service Request to Override Date Flag:
• In the Commercial/Business Deposit Pricing and Rate Exceptions SOP open the email approval template for DDA with Merchant Bundle Date Override Approval
 Complete and send email to Exception Pricing Approvers per SOP
 Upon receiving approval, save email as a PDF
• In SalesPRO, complete the DD Service Chg Override service request per the Business DDA with Merchant Bundle –Date Override Approval SOP
 Select Waive Type “Recurring Service Code for Merchant Svcs”
 Enter approver’s name in Override approved by field
 Enter your 5 digit Officer Code
 Enter “Business DD with Merchant Bundle Date Override” in Comments
 Save Service Request
 Select Attach Doc button
 Select Add
 Browse to attach pdf email approval
 Select Save

What is the tax reporting identity? (or social security number versus EIN)

Please note: not all LLCs utilize an EIN number. If the LLC reports under a social security number, they are then subject to our regular Funds Availability policy and will see check holds.

What is the HH Acquisition Attrition - Consumer report?

What is the "Customer Experience" tab on the main page of the intranet?

What is showing appreciation?

1. uOpen on our iPads
2. By phone with the help of our Virtual Sales Team
3. Paper Application (last-option)

What is the form we complete to have eligibility for Above and Beyond recognition for our colleagues when they save the branch/bank from a fraud loss.

What is the "Bank at Work Performance" report?

What is: "Thinking about your visit to [branch name] on [date], how satisfied were you with your experience overall?"
Depending on how the customer responds, that will create an additional open-ended question.
[if 4 or 5] What in particular stood out about your experience?
[if 1,2,3] What could the staff have done differently to make your experience better?

What is every day, all year long? (this is not something to focus on right before colleague engagement surveys each year!)

1. Up to $175 with a new personal checking account
2. Up to $100 for a personal money market with a minimum of $10,000 deposit
3. Up to $25 cash back awarded after your first purchase with your new Visa® Rewards Credit Card
4. Up to $500 discount on closing costs with a new Associated Bank mortgage

When is November 23rd?

What is the Banker Productivity report?

What is the net promoter score, or customers asked their likelihood to recommend us based on a ten-point scale. We then take all the "promoters" (those who scored themselves a 9 or 10) and subtract all the "detractors" (those who scored themselves a 6 or less.) This tells us the "word on the street" about our bank/branch based on the self-disclosure of our customers.

The Associated Benefits and Risk Consulting group's web podcasts. Colleagues can register at ASSOCIATEDBRC.COM/EVENTS

1. Either $250 or $100 for new business checking
2. Up to $950 discount on Clover bundles
3. Up to 1.66% promotional rate on business money market
4. Up to $200 cash back on Visa Business Rewards Plus credit card

What is 12/31/2049?
(If an expiration date is not listed on the ID or the state indicates it is non-expiring, enter 12/31/2049)

What is "entering the information for each prospect at the bottom, and not sorting the data?"

1. Overall Relationship
2. Branch Experience
3. Colleague

What is the "Colleague Engagement" chapter in the Leader Resources guide? Includes stay interviews, Roundtable discussion guide, a best practices guide from area leaders, and so much more!

Although the dollar amount is below the threshold, this would fall into the Traditional Lending program since it is for a high-risk/prohibited lending industry. (Contractors) Set expectations of 30 days+ for this type of scenario.

When is November 28th?

What is the "Job Family Report?"

Answers can vary:
Based on the scorecard question, all the 5-rated surveys are divided over the number of total completed surveys.
* It is important to include that a 4 is not bad, that we look to be best-in-class, that we cannot differentiate ourselves if we are just "good" since banking is so competitive, etc.

What are the Residential Sales Development Program, Associated Bank Internship, Associated Benefits and Risk Consulting (ABRC) Internship, Branch Management Program, Corporate Trainee Program, Corporate Technology Trainee Program, Credit Analyst Program (CAP), or the Private Client & Institutional Services Sales Program?

Associated Bank Internship
This 12-week summer program, designed for high-potential college sophomores and juniors, offers targeted roles in a variety of business lines with the potential to continue through the academic year. Recruiting for this program starts in November with a program start date of May in the following year. For details, contact [email protected].

Associated Benefits and Risk Consulting (ABRC) Internship
This 10-week program provides an understanding of ABRC and how the employee benefits, business insurance and human resources industries impact our work. Recruiting for this program starts in January with a program start date of June. For details, contact [email protected].

Branch Management Program
This five-month training program is designed to prepare participants for success in branch management. This program is offered two times each year with start dates in February and June. Recruiting for this program starts three to four months prior to each start date. If interested, discuss with your Bank Manager and District Manager. Apply online through the Job Opportunities site. For details, contact [email protected].

Corporate Trainee Program
This 18-month program, designed for recent college graduates and Associated Bank colleagues holding a college degree, provides professional experience during a five-month rotation in key business units. Recruiting for this program begins in August. Final selections are in November with a program start date of June in the following year. For details, contact [email protected].

Corporate Technology Trainee Program
This 12-month program, designed for recent college graduates and Associated Bank colleagues holding a college degree with a strong interest in information technology, provides professional experience during a three-month rotation in key topical areas. Recruiting for this program begins in August. Final selections are in November with a program start date of June in the following year. For details, contact [email protected].

Credit Analyst Program (CAP)
This nine-month program, designed for recent college graduates and Associated Bank colleagues holding a college degree, accelerates the learning of new commercial and private banking colleagues by providing essential fundamental credit training. Participants experience classroom learning, case studies and real-life business line rotations. Recruiting for this program begins in August. Final selections are in November with a program start date of June in the following year. For details, contact [email protected].

Private Client & Institutional Services Sales Program
This 24-month program, designed for recent college graduates and Associated Bank colleagues holding a college degree. The program provides professional experience through rotations in Trust, Retirement Services, Insurance, Private Banking, Investment Management and Financial Planning. Recruiting for this program begins in August. Financial selections are in November with a program start date of June in the following year. For details, contact [email protected].

Residential Sales Development Program
This four-month residential lending program provides professional experience during a core development rotation including formal and experiential learning. Recruiting for this program begins in June with a start date of September. For details, contact [email protected].