Cross Sell Opportunities
What are a few Online Products you can offer when opening an account?
Online Banking, Mobile App, Bill Pay
What account offers a safer way to earn interest that earns interest over a set time?
How many do we offer? (Don't include IRAs)
Certificate of Deposit
11 Term Options
What is the Benefits of Enrolling for E-Statements? (For a customer)
2. Convenience
3. Safety
What is the fee for an E-Checking and how is it waived?
$6 and E-Statements
What program do we use to open an account?
BPM accessed in Navigator
What are a few products we offer customers to have easier access to use their funds?
Checks, Debit Card, Online Banking
How much does the fee cost for a Minors Savings Account? Does it ever change?
Free when you have the minor as the Tax Reporting Social. Once the Minor turns 18, the monthly service fee will be assessed if the requirements to waive are not met.
What Checking Accounts offer Discounted Checks?
1. GoSmart
2. GoSmart 50
What is the fee for GoSmart Checking and how is it waived?
$8 & Unable to Waive
When you need to assist customers with Online Banking what App do you use?
You personally can earn additional incentives from offering what product when approved? & what is the company we use?
Credit Cards
TIB
What Savings options offer the best interest rates for someone who has 10k? What is the Rate?
18 Month CD
What Checking Account/s don't offer Unlimited Check Writing?
Premier Checking account limits you to 6 checks per statement cycle.
What is the fee for GoSmart 50 & how is it waived?
$6 & Unable to Waive
If a customer decides at a later date they want to enroll in E-statements how can this be changed?
In the App or Workflow AMR
If someone wants overdraft protection what can we offer them? Is there a fee?
Sweeps or Ready Reserve
This account only allows the first 3 Withdrawals per month FREE. What account am I? & what is the fee per Withdrawal after you exceed 3.
Money Market Savings, & $1 per WD after first 3.
What Checking accounts can earn Interest? (Only current accounts we offer, not Grandfathered)
1. Premier
2. Interest
3. SuperSmart e-Checking
4. GoSmart 50
With the Interest and Premier Checking how much is the fee & how can it be waived?
$10 & Interest- $1500 Daily Balance, Premier- $2500 Daily Balance
If you are helping a customer who wants to transfer all their banking business to us what KIT would help?
Relationship Switch Kit
If a customer is worried about FDIC what is a product we offer that with a huge amount of coverage? What account options are offered within this service?
Intrafi
Checking, Savings or CDs
What are some features of the Christmas Club Savings Account?
Bazing! What are at least 3 benefits of Bazing?
Identity Protection, Discounts, Pharmacy/Vision/Hearing, Travel Accidental Death Insurance, Roadside Assistance, Cell Phone Protection, Hotel/Condo/Car Rental Discounts
What is the fee for SuperSmart e-Checking & how can it be waived?
$8 & 1. 25 VDC Transactions, 2. Direct Deposit 3. e-Statements
When a customer calls about a recent Mobile Deposit who can we call for further research? & what information do we need?
Mobile Deposit Support Team EXT 1000-3-3
Username, Amount of Deposit, When the deposit was done & the time