CONSUMER
The minimum age to open up the Totally Free Checking account
What is Age 14?
Two types of business accounts we offer
What are Analysis Checking & Small Business Checking?
One of the Laddering Questions we ask customers.
What is....Where do you work? Do you own a home? Where do you live? What is important to you in a banking relationship? What outstanding credit balances to you have?
UChoose Rewards Program
What is a benefit of our Business Debit Card? (Also applicable to our Consumer non-interest checking accounts!)
$250,000-$499,999.99
What is the high interest tier on Yield Plus Checking (with direct deposit or Bill Pay)?
Processing ACH's & Wires online.
What is Cash Management?
Daily Huddles
What should you do the first thing in the morning with your team?
SNL Banker
What informational program should we review every day for our Top 25 best clients?
Program we are offering to our best Consumer, Commercial and Lending customers.
What is VIP Checking?
Convenient access to working capital.
What is a Business Line of Credit?
Saying "Thank you" and using the customers name repeatedly.
What is one of our Best Practices?
Account that you can promote to parents and offer a $15.00 matching bonus.
What is our Kids Account?
Total fee paid in our Low Fee Purchase Mortgage Program.
What is $475?
Commercial Loans used for residential non-owner occupied properties.
What is our IORR (Investment-Owned Residential Real Estate) Loan?
Setting up Tasks, Leads and Opportunities.
What is Sales Force?
Electronic versions of your bills sent directly to your Consumer Online Banking.
The amount of money given to a customer if the loan does not close within 60 days.
What is $300?
New commercial lending program similar to Sales Force.
What is nCino?
Customer spoke to you about acquiring a commercial loan and you logged it into Sales Force as this.
What is a Referral?
System used by our business customers to identify daily if fraudulent checks or ACH's have come through their business account.
What is Positive Pay?