Consultative Conversation Model
Savings
Checking (Business included)
CDs
Misc.
100

What part of the model is Identify appropriate solution, Describe the features, and Highlighting the benefits?

Recommend Solutions

100

I earn 0.10% and my minimum opening deposit is $10. What am I?

Membership/Regular Savings

100

I don't earn anything and am pretty basic when it comes to checking accounts. What am I?

Value Checking

100

I earn 5% on a max of $1,000.

Start Up

100

What gets wet while drying?

Towel

200

What part of the model is Handling objections using the ACAC Model?

Manage Feedback

200

I earn 0.10% and it takes $10 to open. You can withdrawal only once without a fee and its $10 per withdrawal after that. What am I?

Special Savings

200

I earn 0.35% and the minimum to open deposit is $2,000. I don't come with a debit card but you can write checks off me. What am I?

Money Market

200

You could win money by depositing into me as long as you're 18 or over. I earn 4.15% 

Save To Win

200

Two in a corner, one in a room, zero in a house but one in a shelter. What am I?

The letter "R"

300

What part of the model is Developing Rapport, Building Trust and Demonstrating Expertise?

Building Relationships

300

I earn 0.60% and the minimum deposit to open is $25,000. You get 3 free withdrawals per month and its $10 per withdrawal after that. I have a $20 fee if you fall below minimum balance. What am I?

Premier Savings

300

I need a minimum of $100 to open. I need a balance of $1,500 to avoid the $15 monthly fee. You get 150 items free and its $0.25/item over 150. What am I?

Classic Checking

300

I earn 3.80% and am the longest term CD A+ has to offer.

60 Month Cert

300

What has many keys but can't open a single lock?

A piano

400

What part of the model is Addressing the present need, Review the relationship and Picking up on cues?

Open the Conversation

400

I earn 0.70% and have a minimum opening deposit of $100k. You get 3 free withdrawals per month and its $25 per withdrawal after. 

Platinum Savings 

400

I don't earn anything. It takes $50 to open plus a pledge of $100 into the savings. What am I?

Opportunity Checking

400

I earn 4.41% with a minimum to earn dividends and deposit of $1000. You can't open me with the funds in the account already.

19 month New Money Cert

400

What has a heart that doesn't beat?

An artichoke

500

What part of the model is asking Context Questions, Need Questions and Impact Questions?

Identify Needs

500

I earn 5.0% from $0.01  to $1,000. Anything greater then $1,000 I earn 0.30%. What am I?

Start Up IRA

500

I earn $0.5 for debit transactions and $0.10 for every credit transaction. 

Cash Back Checking

500

I earn 4.20% and can be bumped if the rates change. I'm over a year but under three. What am I?

Plus Advantage 18 month Cert

500

There are five sisters in a room. Anne is reading a book, Margaret is cooking, Kate is playing chess, and Marie is doing the laundry. What's the fifth sister doing?

Playing chess with Kate

M
e
n
u