| Check Endorsements | P1 | Security | Referrals | Back to the Basics |
|---|---|---|---|---|
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What is a check made payable to Peoples Bank used for a loan payment
This check does NOT have to be endorsed.
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What is communication between all branches, so we can help the customer to the best of our ability
Tasks, Events, Notes are used for this in P1
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What is checking the building for broken windows and/or doors. Also checking the ATM skimmer
The first step when entering the bank.
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Who is Bella Hopper
Insurance Referrals go to
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What is Retail Standard Operating Procedure
RSOP stands for...
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EX. Check payable to Jane Magic
Jane Magic (sign) John Magic POA
Proper Endorsement for POA
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What is a case
This is the category you use to submit a debit card request, deposit service request, loan service request and etc.
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What is First Christian
Our safe place
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Who is Christy Clare
Mortgage referrals go to
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What is Retail Updates
On Fridays this should pulled by everyone in the branch.
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Parent of Zach Magic, Minor
Jane Magic
Check made payable to a minor should look like this.
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What is P1-Resources-Links-P1 Custom Report Activity- Task-Report Completed Retail
Pathway to reviewing how many completed tasks you have for the month.
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What is the alarm test.
This is to be done by the 10th of every month
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Who is Scott Harris
Trust and Investments referrals go to
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What is
Deposit Accounts (full account) Customer ( masked account)
Notice of Delayed Availability prints two copies. One is to be scanned to _______ ( with_____ account number) the other is to be given to the _________( with _____ account number).
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Sara Magic
Sarah Magic
Payee Name spelled incorrectly should look like this
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IPOPS, VIP's, Birthday Calls, To do list.
Your ___________ must be done by the end of the month. (4)
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What is Cabinet in the drive-thru.
Red security folder and BCP are placed here.
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Who is Leanna Ross
401k referrals go to
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What is 3 times
This is how many times you should count your cash before handing it to your customer.
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What is both signatures, unless one payee is not present and do bank with us you then can verify the missing signature though Image center.
Checks made payable to Joint Payee must have this endorsement
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What is 5 and incentives
This many call are to be logged into P1 each day . Your _______ could be adjusted based on these.
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What is
Stay Calm Give exactly the amount demanded Be polite Have a good mental picture of the robber Notice speech, tattoos, mannerisms Assume the robber has a weapon Retain evidence if you can Activate alarm when safe Observe where they go, what kind of vehicle
Procedures During a robbery. There are 9 steps. Name 3.
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Who is Alan McClain
Treasury Management referrals go to
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What is New mobile banking update in late August
Melissa asked us to read in the Retail Blog the post from April the 11th This post told us about.....
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