MSG 60 Day Follow Up Survey - Managers

As a continuing effort to provide quality training, the Professional Development Department has developed a Teller training and MSR Workshop follow up survey. Now that your MSG has had time to apply the skills and resources gained during training, please take a few moments to provide honest feedback regarding his/her skill level.

Use the ratings listed below:
1- Cannot demonstrate skill
2- Demonstrates skill with assistance
3- Independently demonstrates skill without assistance
Name: 


A red asterisk (*) indicates required questions.

  1. Employee's Name*


  1. What is your branch location?  *


  1. FEBE*

          1 2 3    
      Ability to locate resources on the Professional Development pages   
      Ability to locate resources on the Branch Ops pages   
      Ability to locate resources on the Security pages   
      Ability to locate resources on the Best Way pages   
      Ability to locate resources on the MSC pages   


  1. Branch Suite*

          1 2 3    
      Demonstrate proper use of software   
      Accurately select panels/subpanels   
      Process commercial account transactions   
      Process mortgage payments   
      Process onus checks   


  1. Teller Advantage*

          1 2 3    
      Demonstrate proper use of software   
      Process F and T Transactions (For example: money orders, travelers checks, etc.)   
      Balance checks   
      Balance cash drawer   


  1. IG*

          1 2 3    
      Demonstrate proper use of software   
      Identify proper case and reason   
      Ability to understand and follow case/activity instructions   
      Complete appropriate paperwork as necessary   


  1. APPRO*

          1 2 3    
      Demonstrate accurate entry of a loan application   
      Interpret and communicate loan status   
      Enter detailed notes on loan application   


  1. Member Relations*

          1 2 3    
      Properly greet the member   
      Properly acknowledge and interact with the member   
      Effectively close with the member   


  1. Rewards*

          1 2 3    
      Describe features and benefits of Member Rewards   
      Describe features and benefits of Educator Rewards   


  1. Transactions*

          1 2 3    
      Perform transaction correctly   
      Perform daily transactions with minimal supervision   
      Apply teller transaction limit   
      Demonstrate proper cash counting techniques (For example: count money 3 times and fanning cash out)   


  1. Teller Tape*

          1 2 3    
      Consistent use of teller tape for all transactions   
      Consistent labeling of teller tape   


  1. Checks*

          1 2 3    
      Identify the features of a check   
      Accurately process onus checks   
      Apply teller check authority limit   
      Apply foreign check procedures   
      Determine proper endorsements   


  1. Security Procedures*

          1 2 3    
      Teller knowledge of bait money procedures   
      Apply cash drawer limits   
      Apply identification procedures   
      Apply dual control procedures.   


  1. New Memberships*

          1 2 3     I work in MSC
      Describe account features and benefits   
      Demonstrate proper procedure for account opening using New Member Wizard   
      Complete appropriate paperwork associated with new membership   
      Complete Best Way profile for each new membership opened   


  1. Share Sub Accounts*

          1 2 3    
      Describe account features and benefits   
      Demonstrate proper procedure for account opening using New Product Wizard   
      Complete appropriate paperwork associated with new sub account   
      Update Best Way profile for each new sub account opened   


  1. Savings Certificates*

          1 2 3    
      Describe account features and benefits   
      Demonstrate proper procedure for account opening using New CD Wizard   
      Complete appropriate paperwork associated with new savings certificate   
      Update Best Way profile for each new savings certificate opened   


  1. IRA's*

          1 2 3    
      Describe account features and benefits   
      Demonstrate proper procedure for account opening using New IRA Wizard   
      Complete appropriate paperwork associated with new IRA   
      Update Best Way profile for each new IRA opened   


  1. APGFCU Lending Policy*

          1 2 3    
      Locate lending policy   
      Interpret lending policy   
      Apply lending policy   


  1. Credit Bureau Reports*

          1 2 3    
      Identify credit report sections   
      Ability to locate credit score(s)   
      Demonstrate ability to cite and interpret trade lines on report   


  1. Loan Interviewing*

          1 2 3    
      Demonstrate proper procedure for loan interviewing   
      Ask probing questions during the loan interview   


  1. Member Protection*

          1 2 3    
      Describe features and benefits of Loan Protection (credit life/disability, etc.)   
      Describe features and benefits of GAP   
      Describe features and benefits of MBP   


  1. Loan Disbursal*

          1 2 3    
      Ability to satisfy open stipulations (VOI, Bill of Sale, copies of bills, etc.)   
      Demonstrate ability to complete MSR responsibility of disbursal process (IG case, LOMD, disclosures)   


  1. Any other comments?*




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