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(1). What they used to just call “account opening”. It’s still just “account opening”.
“So, I reached out to our client onboarding team today to see when we should expect the account to be open. They asked us for a few missing things, which I was hoping you could get from the client. Let’s see: birth certificate … mother’s maiden name … and … umm … urine sample. That should do it. Thanks a bunch!”
(1). Something your boss doesn’t want to have to do in order to figure out whatever it is your 25-page spreadsheet is trying to get at.
“Look, Marie. I want this presentation to be short and simple…we don’t want John to have to go through a bunch of mental gymnastics to figure out what we’re showing him here.”
(1). To double-check your half-assed work before anyone sees it.
“Hey, Jim. I’m going to need to you stay late tonight. I just want to tick and tie everything in our presentation before sending it out.”
