Metric Committee Jeopardy Jeopardy Template

Edge Model	Metrics	Tax Season	Bank	Genesys
100 Gain Commitment What is solve, educate, address concerns, and secure agreement?	100 AHT What is the metric goal of 775 or less?	100 K-1 Tax Form What is mailed in mid-March from the issuer of your investments, not from Schwab?	100 Compass What is the system used to view Zelle transaction details, SMS/Email history, and suspend account for fraud?	100 You are not logged into email and you're still logged into chat What is the most common reason you're not able to send an email and the three gray dots aren't highlighted for you to send the message?
200 Engage What is prepare, connect, take ownership?	200 Production What is the metric goal of 68% or higher?	200 The penalty for making excess contributions is 6 percent of the extra money per year until you remove it from the IRA What is the penalty for an excess contribution?	200 Tuesday What is the day an expedited debit card request will be delivered, if ordered in WebCSR on Friday?	200 NPI What should never be included in a non-secure email?
300 Enhance What is create interest, refer opportunities, and conclude?	300 Loyalty What is the JW to view OSAT surveys?	300 May 31, 2022 What is the deadline to remove an ESA excess contribution?	300 Suspected Counterfeit card What is VROL transaction code 210?	300 Account Number. Cust ID. Email Address. If an email is pushed back to you right after you have sent the outbound message, what three things should you make sure matches Client Central
400 Discover What is uncover immediate need and confirm your understanding?	400 Perf What is the JW to view your metrics?	400 50% of the RMD amount What is the penalty for missed RMD?	400 It cannot be done. What is the process to stop the initial check order?	400 The Cust ID, Account Number, and Attached documents match the client What should be verified when completing a Secure Message Request?
500 Engage, Discover, Gain Commitment Enhance What is the order of the Edge Model?	500 One What is the number of trade errors that makes you disqualified for career progression?	500 What is the form clients may request securities to be stepped up to the date of death or alternate date of death? Step Up Cost Basis to Date of Death Request Form	500 It cannot be completed unless the account holder has passed away What is the process to remove a joint owner from a High Yield Investor Checking Account?	500 Gen Gen What is Genesys' nickname?

Metric Committee Jeopardy

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