How do we place a referral?
Pathway- 360 view, referral, new referral, choose product (treasury service) and comments on the conversation.
Average balance needed to avoid a fee?
$1000.00
How many different types of consumer accounts do we have?
6
Bonus Points :Name them!
What account cannot be opened in a branch?
Online Savings Accounts
What is the doc prep fee for a personal loan
$50.00
Beside a simply small business account what other account requires a minimum balance month to month.
Simply Money Market/ Business Saver
Bonus: what is the minimum in each?
What are the requirements of a WOW cashback?
15 debit card transactions each month, one direct deposit each month and electronic statement.
Name any or all non-interest-bearing accounts.
Simply Basic, Student and Opportunity checking.
What is the annual fee on an instant money loan
$25.00
Please explain how a sweep account works.
The account maintains a zero balance by automatically transferring funds from a master checking account to a sub-account in an amount large enough to only cover checks written. At the end of the day any excess funds are swept back and the account is brought to zero.
What business account requires electronic statements.
All but a business checking (analysis)
What checking account is an account that does not offer checks?
Opportunity Checking
Explain public funds.
Public funds are broadly used to benefit the general economy.
Bonus :are they covered by the FDIC
What is the maximum amount for a personal loan.
No max as long as their credit score and DTI can support the loan.
What is the state of the art infrastructure that helps accelerate accounts receivable processing and delivery for payments?
Lockbox Services
Which business account limits the amount of checks written per month?
Business money market
Bonus: what's the limit?
Which account will get charged for the 1st order of checks?
Simply Basic
WILD CARD
Tell me the rate on a 18 month Relationship CD on a balance of $50k.
What is the draw period on an FNCB HELOC
10 years
Ask the other players a question.
No really!
Is ZELLE available for use with all checking accounts?
NO
What type of business account is this?
What is the charge FNCB charges for foreign ATM's
$3.00 per withdrawal
WILDCARD
Minimum deposit to open an IRA
What is the fee on consecutive days overdrawn in a business account
$10.00 daily