Deposits
An account that has no maintenance service charge and has check writing privileges
What is Key Smart Checking Account
The ability to earn up to 2% cashback on all purchases
What is a CashBack Credit Card?
Key Investment Services
What is Jack? (Jonathan Castle)
This is the check cashing limit for non clients
What is $1500?
Primacy + 1
What is Rel HH
Can be linked to a client's checking account to help and account from going into a negative balance & avoid overdraft fees
What is overdraft protection LOC?
Mortgage Loan Officer
What is Anthony Bloomfield
1. Say no
2. Blame policy, process, or others
3. Cold transfer
4. Be unprofessional
5. Fail to acknowledge
6. Assume
7. Be an order taker
8. Take teammates or clients for granted
9. Allow mediocrity
What are the never beahviors in Moments Matter?
Interest bearing account that can earn clients up to 4.5%
What is a Select Money Market Savings?
This is used to finance the purchase of a car
What is an Auto Loan?
Key Private Client Opportunity
What is Shireen Ramnath
1. Offer what you CAN do
2. Do the right thing
3. Warm transfer
4. Be on stage
5. Greet enthusiastically
6. Be curious
7. Focus on a solution
8. Care and appreciate
9. Own it
What are the always beahviors in Moments Matter?
Monthly maintenance fee is waived with direct deposits totaling $5,000 or more OR Key@Work enrolled and you have direct deposits totaling at least $3,000.00 or more
What is Key Select Checking Account
This is used to finance the purchase of a house
What is a Mortgage?
Business Opportunity
What is Shireen Ramnath
To qualify for Red Key, CE is a category we must be at what percent to qualify?
What is 90% or higher?
This can be used for debt consolidation, medical, personal, etc. without collateral
What is a personal loan?