The Next Step
Encore
Performance Drilling
Fee Income
Misc.
100
S.T.E.P
What is Success Through Effective Partnerships
100
Includes what was deposited / current ledger balance
What is Print Balance on Receipt
100
A brand new customer comes in to open a checking account. What are the six other products and services, although not officially bundled together, they most likely need?
What is SaveUp Saving with USave First, Online Banking with Bill Pay and Electronic Statements, Overdraft Services, Credit Card, Plus Package and Free Complimentary Consultation with an Investment Specialist
100
40% Opt In Rate
What is conversion rate of customers who self serves through online account opening
100
This tool brought us an additional 100+ checking accounts in May
What is Refer a Friend card
200
Service oriented professional who is knowledgeable about our products and services
What is a Central Bank employee
200
Eliminates Cash In and Cash Out ticket errors
What is virtual cash tickets
200
• So they avoid any inconvenience in the unlikely event there are not enough funds in their account to cover a check or authorized payment. • We offer several options with different benefits depending on how customers use their account • With many of them being free to enroll and only charge a fee when they use the service.
What is why a customer needs overdraft services
200
The conversion goal of existing customers who never originally responded to Opt In/Out calling effort
What is 25%
200
When a new customer opens a Cardinal Checking what are three perks/benefits
What is Stan Musial jersey, Debit Card, and Discount on tickets and team store
300
What Central Bank is striving to be
What is Bank of Choice
300
If not complete, it holds up processing in IP for all banks
What is new End of Day process
300
Performance Drilling is a great tool that allows participants to learn in three different methods.
What is reading, listening and speaking
300
50% Opt In Rate
What is goal of Opting In rate during new account opening
300
"Your money can be so much more responsive to your need. It gives you the tools and features to make it easier to be better connected to your money."
What is Checknology Tag Line "Be Happier With Your Money"
400
Helps managers track key expectations during an observation
What is a prompt Sheet
400
If IP is unable to contact the branch, they will call the bank contact
Who is Jon Riggs and Shana Gingerich
400
7.10
What is Central Bank's current NAO cross sell ratio
400
Additional $57,560 in revenue
What is 20% penetration of Plus Package to Retail Household base
400
Allows you to take your business to the next level
What is Business Analyzer
500
1999
What is the year the initial STEP program began
500
The Core Team
What is The first point of contact for all questions/concerns at the branch
500
I just want a checking account. Quit being so pushy!
What is I'm sorry you feel that way. My intent was not to be pushy. I really care about my customers and it's my responsibility to look for all the ways we can help customers achieve their financial goals
500
Enter credit card number and ssn # on website
What is Card Patrol
500
Allows the customer to receive additional yearly bonus rewards on their credit card.
What is the Premium Plus Package
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