Product Knowledge | Extended Knowledge | Operations | Operations 2.0 | Teller Scorecard |
---|---|---|---|---|
Home Equity Line of Credit
What does HELOC stand for?
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8-Roots in the Community
How many volunteer hours do you get paid for a year and where do you log the hours?
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Always (if you hand is not in it)
When must your bottom Teller drawer be locked?
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Technically no, but Southern WI rule is - YES.
If I am directly in front of, but turned away from my computer does my screen have to be locked?
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96% or higher
What does your teller Satisfaction score have to be to get 100% scorecard credit?
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Choice Checking
What checking account get free Associated personal and cashiers checks?
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Dan Fink (except Stateline Market)
Who is our merchant rep?
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False: Must always be locked. Treat just like your bottom cash drawer.
True or false: The vault workroom door or day gate can be left open before and after the lobby closes as long as no customers are in the branch.
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You don't, send them to customer care or they can visit a branch and you can schedule an appointment
What process do you follow prior to updating an address for a customer over the phone.
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$10+
What is the dollar amount of the unrecovered variation that can impact your scorecard?
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$25
What is the minimum a customer can open a savings account with?
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$500 off closing cost
How much can Private Banking, first-time homebuyers, and Bank at Work customers save in closing cost?
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Review the check for the 7 items of negotiability and endorsement, then explain that the check must be deposited.
Customer has 5K in account, they have a not on-us check to cash for $3,104.76, what needs to be done before cashing the check for the customer?
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Two colleagues together, both focused on the task at had for the entirety of the procedure.
Describe dual control.
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minimum of 10 surveys*Becomes team Teller Satisfaction if # of surveys not met
How many surveys does a teller need to have to qualify for Individual Customer Experience: Teller Satisfaction rating?
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18 months
How long is the 0% for the platinum credit card?
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1.00% BIZ MM, Up to $500 off closing costs ,$300 BIZ checking, Up to $500 with merchant
Name 1 offer with the current business banking specials?
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False
True or false: rolled coin can be kept in a coin tray as long as it doesn’t exceed the total amount that tray could hold.
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Ask the Auditor to take over dual control.
When assisting another colleague and the auditor with a procedure that requires dual control, what must be done before you can walk away?
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CEM-Satisfaction with Teller, CEM- Branch Satisfaction (both top box), Unresolved Variations, Out of Balance Occurrences
NBP
Name the 5 areas that are on the teller scorecard
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Daily balance of $1,000 OR DD or MD/$500
OR $2,500 combined deposit accounts OR HSA
How do you avoid the $9 fee for balanced checking?
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Colleague Resource Group-7-Cultural Awareness-Pride & Equality-Women's-Black-Forward Abilities-Veterans -Young Professionals
What does CRG stand for and how many do we have?
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True
True or False: Coin trays can be left out on the counter while a colleague is at lunch
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Under the Community tab on Associated Central and on the Consumer Information posted in the lobby of each office.
Where can you find information on CRA to share with a customer on the intranet, and in branch?
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Flagship/High Growth-5-6
Moderate/Stable-3
What is the monthly referral expectation for full-time Tellers?
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