This monthly report lists missing or incomplete items from new or updated Certificate of Deposits (CD) and Individual Retirement Accounts (IRA). The report details the region, office, date of missing or incomplete item, associate's name, client's name, and reason for error.
To access the report: File Folder > Operations J: Drive > Teller Experience Supervisor > Support U Reporting > CD & IRA Errors > Choose Year > Choose Report
Tip: This is a good tool for coaching and performance development.