Direct Bank Products
Clients can apply for a WSFS Home Equity loan online. True or False
What is False
Bonus (Where can clients apply for a Home Equity Loan?)
_____ would be the phone number to Direct Bank. Customers can also dial this phone number
302-792-6190
BONUS
FIVE 9 HOTLINE CODE FOR DIRECT BANK
Select ______ in five9 to initiate a conference call to with a Direct Bank associate.
Warm Transfer
Ms. Bradley would like to speak about Merchant services for her Dental Practice. You (agent) are not sure how to connect the client. Who would you call for help?
What is agent support.
Locate the Contact Center Referral Guide
BONUS: Locate the Value Added Solutions Guide (200 points)
Direct Bank can assist customers with personal loan options. True or False
False.
Bonus (Where can clients apply for a personal loan?)
Direct Bank Associates can assist with ______ products including loans and deposit accounts.
What is Consumer
You transferred Ms. Daisey to direct bank to open a CD. Would you submit a referral to direct bank for a deposit account?
What is Yes
BONUS - Your general sales accountabilities are to have 3 qualified referrals per month. Would qualified loan referrals submitted to direct bank count toward your month accountabilities?
Ms. Rodrigues would like to apply for a Home Equity Line of Credit but cannot speak to a Direct Bank agent at the moment. You decide to
A. Thank customer and End Call
B. offer Direct Banks phone number
C. offer a callback from a Direct Bank agent
d. Inform customer of another option to submit application online.
B. offer Direct Banks phone number
C. offer call back from Direct Bank option.
Optional (d. Inform customer of another option to submit application online, but it doesnt count toward your sales incentive)
Direct Bank associates can assist with Small Business/ Commercial Loan applications. True or False
False
BONUS
HOW DO YOU SUBMIT A SMALL BUSINESS REFERRAL? (200 Points)
SUPER BONUS
WHERE IS THE SMALL BUSINESS DOCUMENT METRIX LOCATED ONLINE? (200 Points)
This WSFS account is a free account for clients between ages 17 and 24.
WSFS Campus Banking Account
Direct Bank Can assist clients with locking their HELOC balance. (True or False)
What is True
A referral should include the best ___ ___, _____, ______, to reach the customer.
What is a phone number, date, and time
You spark up an interest with Mr. jones about opening a savings account. He is interested but doesn't have time to setup the account. Would you
A. offer to provide Direct Banks phone number
B. inform customer that he can also apply online
C. offer a phone call back from a Direct Bank agent
D. Thank customer and End call
E. Advise customer he can stop into a branch to apply also.
A. offer to Direct Banks phone number
B. inform customer that he can also apply online
Optional (E. Advise customer he can stop into a branch to apply also.)
Who is our WSFS reverse mortgage contact representative?
Who is Karen Rader
This WSFS product allows customers to borrow the max equity in their home and pay interest only on their balance for 10 years.
WSFS Home Equity Line of Credit
WSFS discontinued new credit card applications. Can current WSFS clients with a credit card still apply for an increase on their credit limit?
What is No
Show us how to find your opportunities list
BONUS: SHOW US HOW TO FIND YOUR OPPORTUNITIES LIST (200 Points)
Mr. Richardson is a current Spring EQ customer looking to refinance his second mortgage into a HELOC. You offer to speak to a direct bank agent to get started on the application.
True or False
TRUE
BONUS
We can use collateral in any state that existing clients reside in.
TRUE or FALSE
Can you provide a WSFS Investments Wealth Value added Solutions statement?
BONUS: Where can you find the investments hotline phone number (200 points for each location Total 3 locations)
This WSFS checking account waives fees for non WSFS ATM's
WSFS Relationship Checking Account
Name All Direct Bank Sales Agents
Shannon, Alena, Kellie, Jasmine, Chyanne
BONUS: Name Direct Banks Correspondence agents (500 points)
Ms. Matthews would like to apply for a mortgage. You transfer your client to Direct Bank and submit a referral to Direct Bank
True or false
False
Bonus: What are the steps to submitting a mortgage referral.
Client would like to open a Small Business account over the phone because their an hour away from a WSFS branch. Would you transfer client to Direct Bank?
What is No?
BONUS: How do you direct client to open a Small Business Account (200 Points)
SUPER BONUS: Name all accounts that direct can assist with over the phone (500 points)
Can you provide at least one private banking client qualification?
________
BONUS (Can you provide the other 2 client private banking qualification?) (200 points for each)
SUPER BONUS (Can you submit a referral for an existing private banking client for a new private banking deposit account or loan? (500 points)