0



KNOW YOUR ABCS THE MORE THE BETTER FUTUREWORLD SAVING FOR A RAINY DAY ACRONYMS/GPS
100
ACCESS, BALANCED, CHOICE
0, $9, $25
WHAT ARE THE THREE TYPES OF CHECKING ACCOUNTS THAT WE OFFER AND WHAT ARE THE MONTHLY MAINTENANCE FEES?
100
SECURED, COLLEGE, SIGNATURE ELITE (PRIVATE BANKING)
NAME THE THREE NON-STANDARD CREDIT CARDS.
100
TRANSACTION, BALANCE, FRAUD
WHAT ARE THE THREE TYPES OF ALERTS?
100
ASSOCIATED SAVINGS
SELECT MONEY MARKET
RELATIONSHIP SAVINGS
SPECIFICALLY NAME THREE DIFFERENT SAVING VEHICLES.
100
RAPPORT, TRANSITION, INTERVIEW, RECOMMEND, NEXT STEPS
WHAT DOES RTIRN STAND FOR?
200
ONLY TWO OD FEES ARE CHARGED IN A DAY
NO MAINTENANCE FEE IF SIGNED UP FOR E-STATEMENTS
$5.00 GRACE ZONE
NAME TWO BENEFITS OF ACCESS CHECKING (excluding no maintenance fee).
200
VISA PLATINUM
VISA REAL REWARDS
AM EX CASH REWARDS
AM EX PREMIER REWARDS
NAME THE FOUR STANDARD CREDIT CARDS THAT WE OFFER. (HINT: TWO ARE VISA AND TWO ARE AM EX)
200
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?
200
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?
200
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.
300
CHECKING, SAVINGS, CHECKING RESERVE LINE, PREMIER LINE, HELOC, CREDIT CARD
NAME FOUR DIFFERENT ACCOUNTS THAT CAN BE USED FOR ODP.
300
TEXT-PREFERRED
E-MAIL
PAPER
NAME THE THREE WAYS TO PROVIDE AFFIRMATIVE CONSENT FOR A CREDIT CARD.
300
6:00 AM TO 6:00 PM-CENTRAL
BETWEEN WHAT HOURS IS A SNAPDEPOSIT REVIEWED? WHAT TIME ZONE?
300
ELECTRONIC/CHECKS
6 FREE--REG. D--$12.00
INPERSON/ATM
6 FREE--AB--$1.00
DEFINE REG. D AND AB RULES AROUND SAVINGS WITHDRAWALS. (BE SPECIFIC)
300
RELATIONSHIP, CASH IN, ACCESS, CASH OUT, PROTECTION
WHAT ARE THE FIVE PIECES WE COVER IN DAILY MONEY MANAGEMENT?
400
$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.
400
PLATINUM-0 0% FOR 15 MOS., NOW 20
REAL REWARDS-0% FOR 6
CASH REWARDS-0% FOR 6
WHICH THREE CARDS OFFER AN INTRODUCTORY RATE PERIOD AND WHAT ARE THEY?
400
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?
400
ASSOCIATED SAVINGS AND SELECT MM
INQUIRIES-$2.00; WITHDRAWALS-2 FREE, THEN $2.50
(ATM OWNER SURCHARGE MAY APPLY)
RELATIONSHIP SAVINGS
INQUIRIES-$2.00; WITHDRAWALS FREE
(ATM SURCHARGE MAY APPLY)
WHAT ARE THE OUT-OF-NETWORK FEES FOR THE THREE TYPES OF SAVINGS PRODUCTS?
400
PRODUCT BROCHURE
ACCOUNT FEE SCHEDULE
INTEREST RATE SHEET
DEPOSIT ACCOUNT AGREEMENT BOOKLET
DAILY DOUBLE--WHEN A CUSTOMER INQUIRIES ABOUT PRODUCT RATES WE MUST OFFER TO SEND THEM DISCLOSURES. THE ACRONYM IS PAID. WHAT DOES THIS STAND FOR?
500
$500 CREDIT ON MTG. CLOSING COSTS, FREE CC AND MOS, 4 FREE LINKED ACCOUNTS, OD TRANSERS 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.
500
$99.00 WAIVED FIRST YR.
$1000.00 SPEND IN FIRST 90 DAYS & GET $100.
4%-DINING, 3%-AIRFARE, 2% GAS, 1% ALL OTHERS
NO FOREIGN EXCHANGE FEES
TSA PRE-CHECK, GLOBAL ENTRY
NAME THE ANNUAL FEE, THE PROMOTIONAL BONUS DETAILS, REWARDS STRUCTURE ABD TWO ADDL. BENEFITS OF THE PREMIER REWARDS CARD.
500
BILLER NAME, AMOUNT, DUE DATE
WHAT THREE PIECES OF INFORMATION ARE CAPTURED WHEN SETTING UP BILLERS VIA OUR ONLINE PAYMENT SOLUTION?
500
STARTER IRA, IRA MONEY MARKET
NAME THE TWO TYPES OF IRA SAVINGS ACCOUNTS THAT WE TOUCHED ON.
500
CUSTOMER SEARCH, PRODUCT SEARCH, PRINT MANAGER, SESSION WRAP-UP
WHAT ARE THE FOUR STEPS TO THE SALES PRO FLOW?




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