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Branch Manager Cashline Usage Alerts Quiz

6 Questions

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Branch Manager Cashline Usage Alerts Quiz

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Questions and Answers

Which employees are required to complete the Discover Needs Tool?

Only employees opening credit products

Only employees opening consumer checking products

Only employees opening small business checking products

All employees opening any type of checking, savings, or credit product (correct)

Is it necessary to complete the Discover Needs Tool again if the employee has already discussed the customer's needs using the tool on a previous date?

It depends on the customer's needs

No, it is not necessary to complete the tool again

It depends on the type of product being opened

Yes, it is necessary to complete the tool again (correct)

What types of products require completion of the Discover Needs Tool?

Only consumer checking products

Only credit products

Checking, savings, and credit products (correct)

Only small business checking products

Which of the following actions would trigger a Random Cash Count (RCC) alert?

An employee signing onto the cashline Signup and view all the answers

Why is a Random Cash Count (RCC) conducted?

To identify any discrepancies or irregularities in cash handling Signup and view all the answers

When is a Random Cash Count (RCC) required to be conducted?

Whenever an employee performs transactions that contain cash or cash totals Signup and view all the answers

Branch Manager Cashline Usage Alerts Quiz

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Podcast

Questions and Answers

Which employees are required to complete the Discover Needs Tool?

Is it necessary to complete the Discover Needs Tool again if the employee has already discussed the customer's needs using the tool on a previous date?

What types of products require completion of the Discover Needs Tool?

Which of the following actions would trigger a Random Cash Count (RCC) alert?

Why is a Random Cash Count (RCC) conducted?

When is a Random Cash Count (RCC) required to be conducted?

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