Checking Account
CD/Savings
Credit Card
100

This type of Leaders account is geared towards our youth members, offers NO monthly fees, NO minimum balance and waived membership fee.

"What is Leader's Next Account"

100

This product is for new membership (within 60 days of membership), earns 5% APY, minimum of $1,000 - max of $5,000, this product is also a 12-month term. 

What is the 12-month Welcome Certificate

100

This product offers member's a way of building their credit or even repairing it. 

What is Compass Secured

300

Champion Rewards offers no monthly fees, no minimum balance, courtesy pay, and earns 4% interest on the first $15,000. What additional benefit does it provide once requirements are met?

What is refunds on foreign ATM Fee's up to $15 per month.

300

This account offers unlimited transactions, NO balance tiers, NO cost or fees, monthly dividends and payout is 3.75% APY.

What is Forward Plus High Yield Savings 


300

This credit card, 0% introductory rate for 15 billing cycles, earns 1 point for every $1 spent, redeemable for cash back, travel or merchandise. 

What is Compass Rewards 

500

You have a member that has a First Foward (Prime Share) along with an auto loan. How would you position a checking account, after a transaction completion for a payment?

What is.... I have taken care of your payment, was there anything else I can assist you with? Great! While I have you, have you heard about our Champion Rewards checking that pays out 4% up to $15,000?

500

You have a member that has 10,000 in the First Forward, they come into the branch to cash a check. How do you transition into another solution? 

What is..... I have your check cashed Mr. Member, was there anything else that we could do for you today? ..... Great!! While I have you, has anyone told you about our Forward Plus Savings Account, where you can earn 3.75? 

500

You have a member who comes in to do a transaction on their account, you see there is a payment going to Capital One for their credit card payment. How do you transition Leaders Credit Card solution to them? 

What is... Ok Mrs. Member, we have you all taken care of today, was there anything else I could do for you today? ...... Great!! while I have you, did you know Leaders offers a credit card intro rate of 0% for the first 15 months or cycles if approved? 

M
e
n
u