May I open this account for you

$36 Fee, Opt in, Used when not enough money in account for a purchase.

This should be completed before products are recommended every time. Pointed Financial questions

Unauthorized Account Opening

$12 Fee, setup by the customer, Used when not enough funds, pulls from a existing separate account, comes over in $100 increments

a tool used when leaving a voicemail with a customer

Associates should Utilize Esignature when possible, paper signature should be scanned immediately after opening.

Deposit and credit transactions post first; After credits, we will apply withdrawal transactions and CheckCard authorization holds in the order we receive them.

Use appropriate Calling tools in Iconnect

This is only allowed for Credit Card applications otherwise you have to do it in person or use omnichannel.

Branch 5pm, Atm-8pm, Online and Mobile Banking 8pm.

A tool used with every teleconnecting customer when you speak with them on the phone

Regions privacy policy, Signature card, Deposit agreement, Pricing schedule, Reg E Disclosure(titled: What you need to know about Overdraft and Overdraft Fees.

Report It

This should be sent for any follow-up calls with customers, in person meetings, and at 10 and 30 days after a new account opening