Customer Experience
Operations
Primacy
Lending
Consultative Sales

100

Be Courteous

Make It Easy

Focus on the Customer

Own It

What are Customer Experience Core Principles?

100

Authenticating a customer at the teller line

What is CHIP/PIN?

100

You must sign on 3 times to 53.com, or 3 times to 5/3 mobile app

How do we activate digital banking for new customers?

100

Customer's will receive a discount of 0.25%

What is the Auto billpay discount?

100

We open every sales conversation 

What is a PBC?

200

There are 3 customers waiting in line for a CSR

When do we do lobby leadership?

200

Requires two individuals from beginning to end

What is dual control?

200
Activates direct deposit immediately
What is direct deposit switch?
200

0% introductory offer on purchases for 15 billing cycles

What is the 1% Cash/Back Card?

200

Establishes credibility for the banker, bank, or One Bank Partner


What is a Capability Statement?

300

Welcome to Fifth Third, my name is Sally. 

How do we greet customers?

300

Items found in the branch are logged and securely stored

What is the Managers' Safekeeping Vault?

300

CDs, MyAdvance, Credit Card, Mortgage, Loans

What are other solutions?

300

If the prime interest rate changes, the rate changes too. 

What is a variable interest rate?

300

In Consultative Sales conversations, before I provide..

What is confirming?

400

The CX Recognition Program and CXellence On the Spot Award

How can we celebrate our success?

400

John's end of day balance was over by $200

What is an out of balance audit?

400

The goal is 45% activation

What is our Direct Deposit Goal?

400

Must have a 1st lien already

What is a HELOAN?

400

Should be captured in every CSS conversation

What are current needs or future goals?

500
MyDay calls you should present to your manager

What is Surprise & Delight?

500

Same day transactions, recent ID change, no check writing activity

What do we look for in CSI?

500

The goal is 91% 

What is our new Retention goal?

500

Annual Percentage Rate

How do we quote a rate?

500

CEQCP

What are the steps of Consultative Sales?

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