What Fees??
What fees will no longer exist?
Paper Statement & Limited Membership
When does the new Relationship
Rewards start?
July 1st
How many levels are there now?
Three
What are the Wills/Trust discount for Rewards Member & Rewards +
Rewards up to $100
Rewards + up to $150
What are the rate discounts for our members?
Rewards .25%
Rewards + .50%
When can we waive "first fee" generated by the new system?
August 1st
What are the categories?
Member
Rewards Member
Rewards +
When calculating relationship rewards, how do you tell what someone's household is?
Address of the primary owner
Fill in the blank
Rewards + Members will receive free ______ ______ transfers.
When was the first initial employee training for Relationship Rewards?
April 1st
How many years of membership are our members considered loyal?
20 years
What are the factors that determine someone's reward level?
Transacting
Saving
Borrowing
A member comes in and asks “Why are you changing this system all over again?” How do you reply?
We made the system simpler for members and easier to achieve goals to share our success with all of our members!
When did members receive the first marketing material for the changes?
April 23rd
What loan is not part of the Borrowing category?
Personal Loans
Line of Credits/Signature Loans
A joint owner wants to establish their own account and they have been a joint for 30 years, will they receive the loyalty point?
Yes
If a member is in Connect Checking will they still get a fee?
No because all members will be converted to Membership Checking
How will a member qualify for member give back?
Members for 6 months in the highest two levels.
A member comes in two months after closing their account of 41 years. Do they receive the loyalty point on their new account?
No
Who can now benefit from the new Relationship Rewards program?
Business Members