Products
Quality Customer Engagement Rate
Operations
Brand Commitments
Show Me The MONEY!
100
$12 monthly maintenance fee No fee when you: Make one qualifying direct deposit of $250 or more each statement cycle OR Maintain an average daily balance of $1,500 or more each statement cycle
What is MYACCESS PERSONAL CHECKING ACCOUNT
100
2 ways (decisions) teller can make a referral to platform
What is MEET NOW or APPOINTMENT
100
Explain a privacy event
What is when 2 pieces of full information is left out for example full account number and full name
100
making interactions....
Easier
100
If someone is interested in buying a new car, what product would you recommend?
Auto Loan
200
$25 monthly maintenance fee No fee when you: Maintain an average daily balance of $5,000 or more in your checking or linked Regular Savings Account, or a $10,000 or more combined deposits balance (checking with linked savings, CDs, IRAs)
What is ADVANTAGE WITH TIERED INTEREST PERSONAL CHECKING ACCOUNT
200
What percent are tellers required to self-source
What is 60% and more
200
How to handle a customer with a debit card/ATM claim (REG.E)
Provide the customer with electronic claims specialist (ECS) phone number
200
making relationships more...
human
200
If someone is looking to purchase a new home, what product would you recommend?
Home Loan/MTG
300
An additional checking account and up to 4 savings accounts with no monthly maintenance fees
What is ADVANTAGE WITH TIERED INTEREST PERSONAL CHECKING
300
What percent of target (best fit offers) are presented
What is 40%
300
Please quote the rate
date product type rate say ANNUAL PERCENTAGE YIELD
300
making expertise more...
accessible
300
If someone is looking for extra cash and is currently a home owner, what would you recommend?
HELOC
400
Bank of America personal checking account and maintain at least $50,000 as a combined balance in your Bank of America deposit accounts and/or your Merrill Edge brokerage accounts.
What is Platinum Privileges
400
The daily minimum goal for QCER
What is 5%
400
When should a hold notice be sent to a client making a deposit at the night drop?
mailed within 24 hours
400
success that is....
SHARED
400
You notice a monthly $100 credit card payment to Chase, what would you recommend?
Bank of America Credit Card balance transfer
500
Students under age 23 can qualify for this type of account
What is MyAccess Checking
500
2 ways the teller can get immediate credit for referral opportunity
What is credit card bonus offer and direct deposit
500
identify a structuring pattern
when customer breaks down the total deposit into multiple deposits to avoid reporting
500
What are the G.U.E.S.T standards?
Genuine Welcome Undivided Attention Empowered Solutions Thank
500
3 ways to make a deposit when the bank is closed
Mobile deposit ATM deposit Online Transfer
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