Fees
How much is the fee on a LifeGreen eAccess?
What is $8?
Customer wants a new account, does not have a direct deposit, but will be utilizing a debit card, which account fits the customer?
What is eAccess?
This is the minimum age to open an account in the contact center
What is 18?
FREE SPACE!!!!!!!!!!!
FREE SPACE!!!!!!!!!
What is the initial deposit on a LifeGreen Checking or Savings account?
What is $25
How many times can a cx transfer out of a LifeGreen Savings before incurring fees?
What is 3?
If the customer has a Regions mortgage, which account type would best fit?
What is a Preferred Checking?
True or False: We are able to open a replacement account for a customer who has fraud on their current account and would like it renumbered.
What is False?
How would you assist a Spanish-speaking customer who would like to open an account?
What is "Priority - Spanish"
True or False: All interest bearing accounts are given a fixed rate of interest, that will not change during the lifetime of their account.
What is False?
What is the monthly fee on a LifeGreen Preferred Checking?
What is $18?
In your own words explain the features & benefits of a LifeGreen Checking
_____________________
What is No?
The resource we have in place to aid in open accounts for a non-English speaking customer
What is Transperfect?
The max amount of excessive withdraw fees that will be applied during a statement cycle
What is 6?
Customer has a direct deposit of $550 from their job and wants a new account. What account would we suggest to avoid a monthly fee?
What is LifeGreen Checking?
In your own words explain the features and benefits of a Premium Money Market account
______________________
Name 3 OFAC countries & what does this mean for a new account?
____________ &
Existing customers who have dual citizenship with an OFAC Comprehensively Sanctioned Country may open accounts over the phone. A new to bank customer who has dual citizenship with an OFAC Comprehensively Sanctioned Country may not open accounts over the phone, see account disqualifiers.
What resource would you use to view and advise customers on their account options, with details about how to avoid monthly fee, features of the account, etc.
What is KRIS Product Knowledge pages?
True or False: There is a early withdraw penalty for a withdraw made prior to the maturity date on a CD account
What is True?
How many times can a customer transfer out of a money market account before incurring fees?
What is 6?
In your own words explain the features and benefits of a CD
______________________
What is No?
A customer would like to compare checking account options on their own time - where would you direct them?
What is - Regions.com - Compare Checking Accounts
Interest tiers on a Premium Money Market account
Interest Tiers: