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Questions and Answers
Which employees are required to complete the Discover Needs Tool?
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?
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?
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?
Which of the following actions would trigger a Random Cash Count (RCC) alert?
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Why is a Random Cash Count (RCC) conducted?
Why is a Random Cash Count (RCC) conducted?
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When is a Random Cash Count (RCC) required to be conducted?
When is a Random Cash Count (RCC) required to be conducted?
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