Products Knowledge
The two account balances clients need to be able to refer over to wealth management.
(Hint: Wealth Select and Wealth Management)
What is $50,000.00 or less for Wealth Select and $200,000.00+ for Wealth Management?
Breakfast staple that Buddy the Elf (Will Ferrell) tops all his food with
What is Maple Syrup?
Ability to request electronic funds transfer disputes for a client
what is cannot deny ability to request?
Tell me about bank at work
What is Zions Bank@Work is a group banking program offered to our business clients and to their employees. It provides banking products and services exclusive to them, including loan discounts and direct deposit rewards?
I studied Radiology in school
What is Adriana?
Treasury Product for a client who would like to make less trips to the bank to deposit checks.
What is Remote Deposit Capture?
Name of the Grinch's loyal dog
What is Max?
Quote a 1-month CD rate
(Rate: .30%)
What is the annual percentage rate is .30%?
Bank @Work Checking account type
What is Advantage checking account?
I played the violin from 7th to 12th grade.
What is Dan?
The employee who can enroll a client in TM Select
What is BRB, BSM, and BM?
Holiday that Jack Skellington discovered in the Nightmare Before Christmas
What is Christmas?
Funds Availability Policy disclosure location
What is in clear client sight?
3 benefits of Bank @Work
What is free checks, free (3x5) safe box, 1 free non-Zions ATM transaction?
I graduated from high school in a degree in Technology
What is Gloria?
The three core cards and their individual benefits
What is Clarity- Low APR, Vivid- Points, Agility- Cash back?
Home Alone Family vacation location
What is Paris, France?
How to waive CTR for client who is not exempt from CTR filing
What is cannot waive CTR for a non-Exempt client?
3 Incentives with Bank @work
What is $250 cash, 0.25% Loan Discount, Earn $200 Bonus or 30,000 rewards points on credit cards, Complimentary Insurance Quote form Zions bank insurance, Free Financial planning consultation, up to $1,000 closing cost credit.?
When i was little, I had a dog named Taco
what is Mckenna?
Credit Card to help Commerical clients with cash flow, generate revenue share, streamline the payables process, and simplify auditing and expense reporting.
What is Commerical Card?
Color of the Ornament Charlie Brown puts on his tree
What is red?
2 examples of deposited check items we provide next business day availability on
What is cashier's check, government checks, Treasury checks, Travelers checks?
Tab to find Bank @Work on the intranet page
What is Resources?
i have accidentally ran over 5+ animals in the last 2 years. one of them being an owl.
What is Carmen?