RCU
Menomonie 101
Sales & Service
E-Services
Checking account
100
Who is the CEO-President of RCU? Bonus *100* for proper spelling of his/her last name
Charles Grossklaus
100
Who is the Menomonie Branch Manager?
Jeff Jaeger
100
PLAY, MAKE THEIR DAY, BE THERE (be in the moment), CHOOSE YOUR ATTITUDE is all a part of what?
Fish Philosphy
100
What are the unique 3 face images called (for online services)?
Pass faces
100
How many types of checking accounts are in our Check Brochure
4
200
What is the 800 number for member services?
1-800-341-9911
200
What hours is Menomonie East Lobby and Drive up open? (Not including hours closed for Holidays)
Lobby 8:30am-5:00pm M-F (closed sat. sun.) Drive-up Mon-Thur 7:30am-5:30pm Fri 7:30am-6pm Sat 8am-noon
200
ct is the sales abbreviation for what?
Compu Teller
200
What is the DAILY limit on all epay transfers and payments?
$2,500
200
Name 3 of the free services/products included in all Checking accounts (printed in the upper right hand corner of our checking brochure, not check card!)
Accepted -Free checks (50 fyi) -Free ebranch -Free CompuTeller -Free ePay -Free eStatements -Free eAlerts (Check card not an accepted answer per one account is $1 per month)
300
Who protects the money you have in a federally insured credit union up to $250,000?
NCUA (National Credit Union Association)
300
What is the "tab" game. It's a "Jeff" game.
Checking the tabs to find sales opportunities.
300
What are the 6 phases of Sales and Service?
1 Build Rapport & Trust 2 Gather Info & Gain Agreement on needs 3 Develope and Propose Options & Gain agreement 4 Impliment Solutions 5 Validate & Follow up 6 Grow the Relationship
300
Members may rush an ePayment with a service charge. This option is available when?
When processing a payment on the Pay a Bill screen. *anywhere within epay processing screen is an accepted answer* (They would click on the calendar under the Process Date. The Member then chooses one of several delivery methods. Once the method is selected, they click Submit. The additional charge is withdrawn from the same account as the payment). Members may rush an ePayment with a service charge. This option is available when?
300
How many checks can you clear per month for free in the Minimum Balance Checking free (not Checking Plus) and
Unlimited, check clearing fees do not apply
400
Name the 5 Eau Claire RCU locations
Bellinger Birch (North Hastings Place) Golf & 93 (Royal Drive) Moholt (Jodi Drive) Shopko (Clairemont Ave)
400
What is David Thoe's job title
VP Business loans and services
400
In Which phase would you "make adjustments if necessary"?
Phase 5 or also accepted Validate and Follow up Ensure RCU promptly fulfilled its commitment to meet the Member’s needs. Proactively follow-up with the Member to ensure he or she is able to use the product or service, and it satisfies his or her need. Make adjustments, if necessary.
400
Name 3 of 4 ebranch products (under Online Account access in the "access brocure). *Hint* 3 of them start with "e"
eStatements ePay eAlerts Cross member Transfers
400
How much is it clear a check, after the 15 free, in the Checking Plus and Checking Plus Interest Accounts?
Checking plus .30 per check (after 15) Checking plus Interest .15 per check (after 15)
500
What is RCU's Mission Statement?
RCU is committed to provide friendly, accurate, and prompt financial services to our Members.
500
How many members does Menomonie RCU have? *within 100 is considered correct* *As of the end of November 2010*
Total of 2570 -2003 North -567 East
500
What is considered a true CompuTeller sale?
If you go through the process step by step with the Member, this is a true sale. If you only hand them a brochure and do not explain the process or set up the process, this is not a true sale.
500
Who is our ePay vendor that handles all Member questions/issues regarding ePay such as...  Setting up payees  Scheduled transfers  Stop Payments  Payment research
iPay Technologies
500
If a check is returned unpaid for any reason and a credit was given for the check. *Hint* Fee for return of first party item is larger than the fee for the return of all other returned items
$15 charge for first party item $4 charge for return of other $4 or $15 Will be an accepted answers
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