Customer Groups
This Customer is automatically enrolled in Tier Plus and has unlimited cashier checks, personal money orders, stop payment fees, and paper statement fees?
Military
Name THREE ways you can save on monthly maintenance fee on Smartly Checking?
Combined Monthly Direct Deposit of 1000, Average Account Balance of 1,500, U.S. Bank Credit Card Present
What is the monthly maintenance fee on the Smartly Checking?
6.95
Our clients receive how many free trades per calendar year with our self-directed brokerage account?
100 Free trades
What is the monthly maintenance fee on the safe debit account?
4.95
Waiver of Monthly Maintenance fee on Smartly Checking, waive paper statement fee, waive for paper statements w/check images, 50%off annual safe box rental fee, 50% discount on Initial check order and re-orders?
Senior (ages 65 older)
This Tier Gets you complimentary financial planning discussions with our wealth banker/advisor?
Pinnacle
This is the cost of a paper statement fee with the smartly checking?
$2.00
This is the discount % and amount our clients receive for first mortgage closing costs?
.25% up to a maximum of 1000
How can you waive the maintenance fee on a safe debit account?
You cannot
Automatic minimum tier of Primary, ATM transaction fees waived on 1st FOUR Non- U.S. Bank ATM transactions per statement period, after 4 waived fees normal ATM fees apply, Waiver on monthly Maintenace fee on all new U.S. Bank EMM accounts, for 12 months from the money market account open date?
Alliance- Including State Farm
This is the age of Young Adult Group?
18-24
How many ATM fees are waived for employees per statement cycle?
4 Atm fees
5%, 10%, & 15%
What is the standard savings interest rate lift for primary, plus, and premium/pinnacle.
How much are U.S. Bank ATM Fees?
ZERO
Waiver of monthly maintenance fee on Smartly Checking, ATM transaction fees waived on 1st 4 Non-U.S. Bank ATM transactions per statement period, Non U.S. Bank ATM fees apply after 4 transactions, Two Incoming international wire transfer fees waived per bank smartly checking statement period, Waiver of monthly maintenance on new U.S. Bank Standard Savings accounts, for 6 months from open date?
Young Adult (ages 18-24)
These tiers get free photocopies of their statements?
Premium and pinnacle
What type of fee is forgiven for all groups of smartly checking?
The overdraft fee forgiven
These 2 Tiers receive 50% discount on checks now and on re-orders?
Premium and Pinnacle
What is the cost of a paper statement fee?
No paper statement fee
What benefits does the safe debit account have and what customer group do they fall under for smartly checking?
None- Safe debit account is not eligable
These 2 Tiers are not eligible to have wire transfer fees waived?
Primary and Plus
Which tier pays a fee on standard savings & EMM accounts?
Primary
What tier receives complimentary financial planning with the wealth management advisory center?
Premium
How many checks do you receive at account opening? and what do Overdraft fees cost?
no checks and no overdraft fees