Checking
Savings/CDs
Credit Card
100

This type of Leaders account is geared towards our youth members, no monthly fees, no minimum balance and waived membership fee.  

What is Leader's Next Account

100

This product is for our new members (new memberships) that earns up to 5% APY! The minimum is $1,000 and the maximum is $5,000.

What is: Welcome Certificate! 

100

Since we have transitioned to Mastercard! 

Compass Black Mastercard has a: _____% Cash Back promo moves to _____ months with direct deposit. 

This also pairs with a 0% for _____ months.

What is: 

Compass Black Mastercard has a: 3% Cash Back promo moves to 12 months with direct deposit. 

This also pairs with a 0% for 6 months.

200

🏆 Champion Up gives members a second chance at checking. What features are restricted until the account is upgraded?

What is NO: Bill Pay, Mobile Check Deposit, Shared Banking, or ATM Deposit.


200

This account is a great savings accounts for beginner savers. It does require a $20 deposit each month and pays out ________% up to $5,000. 

What is: Fast forward and 5%APY 

200

This product offers members a way to build their credit or even repair it? 

What is: Compass Secured Mastercard 

300
Champion Rewards has several great perks for our members. What are these perks? (HINT: 4 listed) 
What is: 4% APY up to $15,000, No monthly fees, NO minimum, up to $15 in ATM Refunds
300

This savings account allows our members to earn a higher dividend, while also giving them the freedom and flexibility to access their funds. What is the current rate (2 Part Question!) 

What is: Forward Plus High Yield and 3.5%APY

300

Which card generally has the higher interest rate and has the larger minimum limit on Leaders credit card? 


What is the minimum amount?? 

What is: Compass Black, and $5,000

500

Leader's offers members access to atm's (surcharge free) and shared branching options. How many atm's and shared branch options do our members have access too?  

What is: access to 85,000 ATMS and 5,600 shared branches!

500

Transition Question!!!!!

You have a member with a large amount in their first forward savings. How would you transition that conversation into another solution/product to better fit our member's needs? 

What is: Mr. Member-now that we have your online banking set up and you are able to make your car payment, has anyone told you about our Forward Plus High Yield Savings account, where you can earn 3.50%APY? 

500

Compass Rewards Credit Card: start earning 1.25 per every $1 spent. Intro rate in this card is 0% for ____ months? 

What is the starting limit on this card? 

What is: 12months! $1,000 starting limit!!

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