Checking Accounts
Mike and Lisa come in to open a joint checking account. They have 3 sons, James, Jim, and Jack they want as beneficiaries. Break down the ownership type for each person.
What is
Mike - JOF or JO1
Lisa - JOF or JO1
James, Jim, and Jack - POD?
What is the loan processing fee for any loan except a HELOC?
What is $149?
What are the names of our credit cards?
What is True Rate, Cash Back, and Cobalt?
Who are the two mortgage supervisors in SFD?
Who is Mitch Wilkins and Jami Dressler?
Who's the president for the Springfield region?
Who is Shane Cowger?
What is the monthly fee for the Plus checking account?
What is $10?
What is the minimum credit score for an unsecured loan?
What is 700?
What is the amount of money you have to spend within 93 days to earn $200 in rewards?
What is $1000?
Who is our private banking strategic partner?
Who is Catherine Luikart?
What is the dollar amount of AWM a customer has to have to waive the fee on the Select Checking account?
What is $100,000?
True or False: You must put marital status on a HELOC loan
What is True?
What is the platform called where customers can redeem their points?
What is Arvest Flex Rewards?
Who is the SFD Consumer Loan Manager?
Who is Andreea Westerhold?
How many stop payment fees does the Plus Checking waive per month?
What is 1?
True or False: If a customer has an existing loan with Arvest and they want to refinance, they have to pay another loan processing fee?
What is True?
What is the foreign transaction fee for the Cobalt Card?
What is none?
How do we send referrals to our strategic partners? (which application)
What is ClientLink?
What year was Arvest (Bank of Bentonville) established?
What is 1961?
Which account(s) come with Roadside Assistance?
What is the Plus and Select checking?
What is the term on a HELOC?
Borrow : 10 years
Repayment : 15 years?
What categories can customer's earn 3x, 2x, 1x points?
What is
3x- on dining
2x- on gas, groceries, and streaming
1x- on all other eligible purchases?
What is the dollar amount you earn for a qualified AWM referral?
What is $25?