Teller Meeting 1 Jeopardy Template

Reg CC	Associated Bank	Teller Scorecard	Operations	Miscellaneous
100 5 How many business days are funds held under Reg CC?	100 Green Bay Packers Associated Bank is the official bank of what NFL team?	100 Customer Experience - Teller Satisfaction Customer Experience - Branch Satisfaction Next Best Product Unresolved Cash Variations over $10 Out of Balance Occurrences over $10 What are 3 performance expectations that contribute to your scorecard?	100 $3,000 What is the cash drawer limit for your top drawer?	100 R.A.D. Call R = Recognition A = Appreciation D = Direction What is the monthly call that Jay hosts where he recognizes the great work by all the Madison District colleagues?
200 Not On-Us Checks What types of funds are subject to Reg CC holds?	200 Andy Harmening Who is the President and CEO of Associated Bank?	200 90% If you have $100 in total variations this year, what is your scorecard achievement? 100% 90% 80% 60%	200 Community Reinvestment Act What does CRA stand for?	200 #2 and #3 Which situation(s) require 2 forms of ID? 1) Non-Customer depositing to a customer's account 2) Customer who lives in Eau Claire transacting at a branch in Madison. 3) Non-Customer cashing on-us check
300 Today: $300 Next Business Day: $5,325 5th Business Day: $3,875 What is availability for the following deposit with a Large Dollar Reg CC hold? $9500 not on-us check (consumer org assignment) Today? Next Business Day? 5th Business Day?	300 Black CRG Forward Abilities Veterans CRG Young Professionals CRG Cultural Awareness CRG Pride & Equality CRG Women's CRG List 2 Colleague Resource Groups	300 60% or greater To achieve 100% scorecard credit for Next Best Product, you must disposition what percentage of NBP opportunities?	300 N/A - For cashier's checks greater than $1000, presenter must negotiate check at their financial What additional steps need to be taken to cash a $1500 cashier's check for a non-customer?	300 On-us business check must be cashed out and deposit processed using session funds. What steps need to be taken when a new customer deposits an on-us business check of $1000 or more?
400 If an account is open for 30 calendar days or less AND customer does not have any other accounts open for at least 30 calendar days What are the 2 qualifications to classify a customer as "New" under Reg CC?	400 50 Associated Bank offers an annual grant program for colleagues who volunteer _______ or more hours per year.	400 100% If your Branch Satisfaction (CEM) score is 84%, how much is your scorecard achievement?	400 False - We are unable to update customer information via telephone request. True or False We can update a customer's address via a telephone request as long as we validate their name, address, SSN (last 4), and recent transaction info.	400 YELLOW What color was Jay's suit during his "Jay of Sunshine" tour?
500 US Treasury Checks Cashier's Checks Federal/State/Local Gov't Checks US Postal Money Order Traveler Cheques Checks Drawn on Federal Reserve/Federal Home Loan Bank What are THREE types of "Official Checks?"	500 Relentless Focus on People Winning Spirit Listen Then Act Achieving Together List 2 Core Values from our Vision & Values statement	500 Flagship/High Growth = 5-6 sent referrals per month Moderate/State = 3 sent referrals per month What are monthly teller referral expectations to achieve a Solid Performance? Flagship/High Growth or Moderate/Stable	500 Date Numeric/Written Amount Maker Signature Routing Number Account Number Drawee Bank Payee Name all 7 Items of Negotiability	500 19 How many branches are in the Madison district?

Madison District Teller Meeting - Q4 2022

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