| KNOW YOUR ABCS | IT'S ALL RELATED | FUTUREWORLD | SAVING FOR A RAINY DAY | ACRONYMS/GPS |
|---|---|---|---|---|
|
ACCESS, BALANCED, CHOICE
0, $9, $25
WHAT ARE THE THREE TYPES OF CHECKING ACCOUNTS THAT WE OFFER AND WHAT ARE THE MONTHLY MAINTENANCE FEES?
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PLATINUM DR. CARD-ACCESS/BALANCED
WORLD DR. CARD-CHOICE/COLLEAGUE
NAME THE TWO TYPES OF DEBIT CARDS AND THE RELATED CHECKING PRODUCTS.
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TRANSACTION, BALANCE, FRAUD
WHAT ARE THE THREE TYPES OF ALERTS?
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ASSOCIATED SAVINGS
SELECT MONEY MARKET RELATIONSHIP SAVINGS
SPECIFICALLY NAME THE THREE DIFFERENT SAVING VEHICLES.
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RAPPORT, TRANSITION, INTERVIEW, RECOMMEND, NEXT STEPS
WHAT DOES RTIRN STAND FOR?
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ONLY TWO OD FEES ARE CHARGED IN A DAY
$5.00 GRACE ZONE
NAME TWO BENEFITS OF ACCESS CHECKING (excluding no maintenance fee).
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FISERV
WHEN DISCUSSING DEBIT CARDS WITH OUR CUSTOMER, WE SHOULD TELL THEM ABOUT FRAUD MONINTORING. NAME THE COMPANY THAT PROVIDES OUR MONITORING
|
SEND, RECEIVE, SPLIT PAYMENTS
YES, BY DOWNLOADING THE ZELLE APP.
WHAT THREE THINGS CAN YOU DO WITH ZELLE?
CAN A PERSON WHOSE BANK DOESN'T ACCEPT ZELLE RECEIVE MONEY THROUGH ZELLE? IF SO, HOW? |
ALL CUSTOMER-INITIATED WITHDRAWALS OVER 6 WILL INCUR A $6.00 FEE PER TRANSACTION.
EXPLAIN OUR EXCESSIVE WITHDRAWAL POLICY.
|
SELL YOURSELF
SELL THE BANK SET THE AGENDA B-A-T-T-BENEFIT, ASK QUESTIONS,TAKE NOTES, TIME FRAME
OUTLINE THE TRANSITION STEPS FOR US.
THE THREE Ss AND THE ACRONYM FOR THE FINAL S. |
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OVERDRAFT SERVICE-REFERS TO OPTING IN OR OPTING OUT OF HAVING YOUR ATM & ONE TIME DC PURCHASES PAID (AT BANK'S DISCRETION). OVERDRAFT PROTECTION MOVES MONEY FROM ONE OF THE CUSTOMER'S ACCOUNTS TO ANOTHER TO COVER AN OVERDRAFT.
EXPLAIN THE DIFFERENCE BETWEEN OVERDRAFT SERVICE AND OVERDRAFT PROTECTION W/ DETAILS FOR EACH.
|
ADVERSE ACTION FORM
NAME THE FORM THAT MUST BE COMPLETED IF YOU CAN'T OPEN A CHECKING ACCOUNT.
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6:00 AM TO 6:00 PM-CENTRAL
BETWEEN WHAT HOURS IS A SNAPDEPOSIT REVIEWED? WHAT TIME ZONE?
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ASSOCIATED SAVINGS-$300 MIN. BALANCE, $25.00 MONTHLY TRANSFER, $5.00
SELECT MM-$1000.00-$16.00 RELATIONSHIP SAVINGS-$10,000.-$20
WHAT ARE THE QUALIFIERS AND MONTHLY MAINTENANCE FEES FOR EACH OF THE SAVINGS PRODUCTS?
|
RELATIONSHIP, CASH IN, ACCESS, CASH OUT, PROTECTION
WHAT ARE THE FIVE PIECES WE COVER IN DAILY MONEY MANAGEMENT?
|
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$1000.00 MINIMUM DAILY BALANCE
$500 IN DD OR SNAPDEPOSITS PER MONTH $2500.00 IN COMBINED BALANCES PRESENCE OF HSA OR INVESTMENT ACCOUNT
NAME THE FOUR WAYS TO QUALIFY FOR A MAINTENANCE-FREE BALANCED CHECKING ACCOUNT.
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DIRECT DEPOSIT OF $500 OR MORE W/I 90 DAYS
GROW BALANCES $200, $300, $400
WHAT TWO THINGS DOES A BANK AT WORK CUSTOMER HAVE TO DO TO GET THE BONUS?
NAME THE THREE BONUS AMOUNTS. |
SNAPPAYMENTS
PORTRAIT $9.95, $15.95
WHAT IS THE NAME OF DIGITAL SERVICE THAT ALLOWS US TO CAPTURE BILLER INFORMATION FOR PAYING BILLS?
WHAT IS THE ORIENTATION USED? WHAT IS THE COST FOR A SAME DAY BILL PAYMENT? FOR NEXT DAY? |
ASSOCIATED SAVINGS AND SELECT MM
INQUIRIES-$2.00; WITHDRAWALS-2 FREE, THEN $3.00 (ATM OWNER SURCHARGE MAY APPLY) RELATIONSHIP SAVINGS INQUIRIES-$2.00; WITHDRAWALS FREE (ATM SURCHARGE MAY APPLY)
DAILY DOUBLE-WHAT ARE THE OUT-OF-NETWORK FEES FOR THE THREE TYPES OF SAVINGS PRODUCTS?
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PRODUCT BROCHURE
ACCOUNT FEE SCHEDULE INTEREST RATE SHEET DEPOSIT ACCOUNT AGREEMENT BOOKLET
WHEN A CUSTOMER INQUIRIES ABOUT PRODUCT RATES WE MUST OFFER TO SEND THEM DISCLOSURES. THE ACRONYM IS PAID. WHAT DOES THIS STAND FOR?
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FREE CC AND MOS, 4 FREE LINKED ACCOUNTS, OD TRANSERS ARE FREE, $50 GRACE ZONE, 2 NON-AB ATM TRANSACTIONS REFUNDED UP TO $20, ENHANCED AVAILABILITY, NO FEE ON GIFT CARDS, FREE AB TREE CHECKS-$10 TOWARDS OTHERS.
NAME FIVE BENEFITS OF CHOICE CHECKING.
|
CHECKING-SAVINGS-DD-DC-OL-MB-BP-CC
DAILY DOUBLE-REPEAT THE CROSS-SELL CHANT.
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BILLER NAME, AMOUNT, DUE DATE
WHAT THREE PIECES OF INFORMATION ARE CAPTURED WHEN SETTING UP BILLERS VIA OUR ONLINE PAYMENT SOLUTION?
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UPON REQUEST
ADDING A CUSTOMER DISCUSSING PRODUCTS OPENING A NEW ACCOUNT
NAME THE FOUR TIMES WE MUST PROVIDE DISCLOSURES.
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CUSTOMER SEARCH, PRODUCT SEARCH, PRINT MANAGER, SESSION WRAP-UP
WHAT ARE THE FOUR STEPS TO THE SALES PRO FLOW?
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