Common Features
Business Checking
Analysis Checking
Business Savings/MMKT
Misc. Accounts
100

A customer is looking for easy access to transaction history in real time. What common feature will be helpful for them?

What is Online Banking?

100

The minimum balance in the Business Checking.

What is no minimum?

100

Does Business Analysis Checking earn interest?

What is no

100

These services come free with Business Savings and Money Market accounts. 

What are e-Statements and online banking?

100

Jack decided to start a small organization to raise money for animals in his community, but he needs a checking account to deposit the money he raises. He has about $1000 to get started. This type of account would be perfect.

What is a Non-Profit Checking?

200

The opening deposit amount for all of our business checking accounts. 

What is $100?

200

The monthly maintenance fee in Business Checking.

What is no monthly maintenance fee?

200

This is available for Analysis customers with approved credit. 

What is a business reserve line.

200

Minimum balance in a Serious Money Market. 

What is $10,000?

200

IRETA is an acronym that stands for this. 

What is Interest on Real Estate Trust Account

300

"Our office manager sends out our payments for utilities and rent, is there a service she can use to take care of those easily?"

What is Bill Payment?

300

These come free with a Business Checking account. 

What is the first order of Valuepack checks?

300
Define an earnings credit. 

What is a credit available based on balances, to offset the cost of maintenance fees and minimum balance requirements. 

300

Minimum opening deposit in a Business Savings. 

What is $100?

300

IOLTA is an acronym that stands for this. 

What is Interest on Lawyer's Trust Account?

400

You're opening an account for a dental office that takes in a lot of payments via check. This service will help them make those deposits easily. 

What is Remote Deposit Capture?

400

This type of balance would be a reason to recommend a Business Checking. 

What are lower balances?

400

Free services that come with Analysis Checking. 

What are online banking, e-statements and bill pay.

400

Longest term available for a Business Certificate of Deposit. 

What is 5 years?

400

Interest from IOLTAs at Commencement is sent to this agency.

What is the Legal Foundation of Washington?

500

"I hate waiting for my statements to come to the office PO box, is there a quicker option?"

What are e-statements?

500

A business that doesn't use these services would be a good candidate for Business Checking. 

What are ACH, payroll, and/or RDC. 

500

This would be the best and quickest indicator that an Analysis Checking is likely the best fit for a customer.

Current Analysis Statements

500

Type of interest offered on Money Market Accounts.

What is tiered?

500

This is special pricing that can be requested by a manager for a customer. 

What is Exception Pricing?

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