Fall Café Campaign
360 Products
Credit Cards
Small Business
Money & Life
100
Fill in the blank: The Fall Campaign’s Post-it activation is scheduled for September ___ through September ___.
What are September 5 and September 13?
100
True or False:
The daily Zelle limit on a 360 checking account is $3,000. The monthly Zelle limit is $12,500.
What is True?
100
Fill in the blank:
All Capital One Credit Cards, including the Capital One Debit Card, do not have ____ _____ ____ when traveling and making purchases outside the US.
Answer:
What are Foreign Transaction Fees?
100
True or False:
Small Business Debit Cards have a Daily ATM withdrawal limit of $2,010 and can be temporarily increased up-to $10,000
What is True?;
For Small Business Debit Card in the Discover Network have a Daily ATM withdrawal limit of $2,010 and can be temporarily increased up-to $10,000.
100
Money & Life Mentoring is available to Capital One ______ and ______ who are at least 18 years old.
Who are customers and non-customers?
200
Name the three primary audiences for the Fall Campaign.
Who are young adults/students, parents, and guardians?
200
Fill in the black:
You can add a joint holder to a 360 Checking and/or Performance Savings as long as they have a ______ or an _______.
Answer: What is a Social Security Number/SSN or an Individual Taxpayer Identification Number/ITIN?
Answer explained:
Communication from "The Feed" July 15th, 2026.
Joint account holder eligibility
Heads up: Customers with an Individual Taxpayer Identification Number (ITIN) can be added as a joint account holder to a consumer checking or savings account, as long as they identify as a US resident.
How to help: Review the updated guidance on 
adding a co-owner to a consumer account. If a customer asks how to add an ITIN holder to their account, advise them to make sure the joint holder’s country of residence is listed as the US.
200
True or False:
You can earn 8% cash back through the Capital One Entertainment portal using your QuickSilver Credit Card.
What is False?; Savor/SavorOne
QuickSilver - You will earn 5% cash back on Capital One Entertainment purchases.
200
Fill in the blank:
Small business account holders can wire to/from their accounts _______ and _______.
Answer:
What is Domestically and Internationally?
200
True or false: Money & Life Mentors are financial advisors, tax experts or accountants.
What is false?;
They are Capital One-certified mentors.
300
Name all four Capital One products highlighted in the Fall Campaign.
What are 360 Checking, MONEY Teen Checking, 360 Performance Savings, and Kids Savings?
300
Know your Products:
For a Money Teen Checking account, at what age is a minor qualified to open this account?
Answer: What is 6 years old?
Pinpoint article - MONEY General
Section - Overview
"MONEY Teen Checking is an interest bearing checking account, with no fees or minimums, that's designed for young adults between 13 and 17 years old, but can be opened as young as 6 years old."
300
True or False:
Customers are able to use their Capital One CC or DC on UberEats.
What is True?;
Recent confirmation from "The Feed" states that Discover is back on UberEats as a payment option.
300
True or False:
Small Business Debit Cards are auto shipped to the customer after account opening.
What is True?;
Email June 17th. 2026
Auto shipping SBB debit cards for DAO accounts
Great news: Eligible new and existing customers may now qualify for auto shipped debit cards via Small Business Digital Account Opening (DAO.) The account booking email sent to the customer advises if a manual debit card order is required or not.
Follow up: Not all customers are eligible for auto shipping. The account booking email sent to the customer will advise if they should order a debit card via self-service in EASE, in a Branch by an associate, or by calling the SB Contact Center at 888‑755‑2172.
300
Know your Products:
Money & Life provides 3 free sessions online on a virtual call using Zoom or in-person at the Cafe.
What are the topics covered in each session in order?
Answer:
What is...
1) Getting Clarity
2) Removing Road Blocks
3) Building a Plan
(Answer is found in the disclosure or DTA that is shared during session 1 and on the CO website when booking with a mentor)
400
During the “Challenge the Ambassador” card-matching game, this card should be used to encourage customers to share personal stories or lessons about their financial firsts.
What is the Wild Card?
400
True or False:
There is a 360 Performance Savings for Capital One Associates.
Answer: What is True?
The Feed: July, 22, 2026
360 Performance Savings - CBP for associates
Awareness only: We’re piloting a new product for Capital One associates, the 360 Performance Savings - CBP. Rate information for this product will only be listed in the Historical Rates section of E4A. Please don’t mention this associate-facing product or rate as it’s not available to customers.
400
A customer creates a Capital One virtual card number for online shopping. True or false: Locking that virtual card also locks the customer’s physical credit card.
What is false?; A virtual card can be locked or unlocked without affecting the physical card.
400
A Small Business Basic Checking customer deposits $9,000 in cash with a teller during one statement cycle. If the first $5,000 is included without a cash-deposit fee, what fee applies to the remaining deposit amount?
What is $4?
Calculation:
$4,000 above the allowance × $1 per $1,000 = $4.
400
True or false: A Money & Life Mentor can open a Capital One account for a participant during a mentoring session.
What is false?;
Account applications are completed through self-service online, in a Café or at a branch.
500
Name the four primary engagement elements ambassadors can use throughout the café during the Fall Campaign.
What are the hub-wall card-matching game, portable playing cards, Post-it activation, and QR-code coasters?
Accept “game on the go” for QR-code coasters.
500
Know your Products:
How do you reverse a Cashiers Check and when are the funds returned to the customers account?
Answer: What is...
Pinpoint article: 360/Digital First Checking Online Cashier's Checks
Section: Return Payments
"When a cashier's check is returned in the mail, the amount of the payment will be returned and available in the customer’s account within five business days after the payment is returned."
500
Do the math?
A customer spends $300 on eligible dining and $200 on other purchases using a Savor card. How much cash back will the customer earn?
What is $11?
Calculation:
$300 × 3% = $9
$200 × 1% = $2
Total: $11
500
An Enhanced Checking customer sends seven outgoing domestic wires during one month. The first five are free, and each additional wire costs $25. What is the customer’s total outgoing-wire fee?
What is $50?
Calculation:
Two chargeable wires × $25 = $50.
500
A non-customer who is 22 wants sign up for Money & Life Mentoring session. How can you help them sign-up of the session?
What is scanning QR code on M&L Nook and walk them through the sign up process, check them in and guide them through the sign-up process using APEX, and lastly, check them in, send them the M&L page using APEX and/or walk through through sign up process using their personal device.