Determine the best product for the Client by asking questions and listening.
What is Uncovering Client Needs?
100
This account provides free checks, free safe deposit box, and clients must be a certain age to open.
What is Senior Select Checking?
100
Will result in better activation percentage for debit cards and internet banking
What are 3 and 10 day follow up calls?
100
Product Knowledge
What is one of the most important things you can have at the presentation?
100
The little tile on the clients phone.. you know the thing they download.
What is an app?
200
Creates Client Satisfaction And Loyalty
What is Onboarding
200
The amount a Summit Advantage client can currently earn on their savings account, on balances below $249,999.
What is 1%?
200
"This is just a courtesy call to make sure you received your debit card."
What is a example of poor follow up?
200
Unique presentation offers an innovative top quality program to complement a company's overall employee benefits strategy
What is One of the Benefits to the Employer?
200
You Don't need a data plan.
What is one advantage of Text Banking?
300
We will strive to constantly improve our relationship with clients and assist them with current and future financial needs...
What is Summit's Mission Statement
300
$25.00
What is the Minimum Required to open Partnership Plus or Summit Advantage
300
Using the Outlook calendar
What is a great way to ensure follow up calls are made in a timely manner?
300
Acquisition of new retail client relationships
What is one of the benefits to Summit?
300
Clients may now use this to register their computer or their mobile device.
What is a secure access code?
400
Includes the personal touch of the team who directly worked with the new client.
What is the most effective onboarding?
400
The requirements for a Summit Advantage account
What are Receive E-statements, Three debit card transactions per month, sign up for internet banking, titles on checking and savings account must be the same.
400
"Thank you so much for your time Ms. Smith, I would like to follow up with you to make sure that all your questions have been answered, what is a good time to reach you?"
What is setting the expectation for follow up?
400
Fun, interactive, entertaining with prizes & giveaways, like money.
What is one of the benefits to the companies employees?
400
Clients can see a quick view of their balances and a widget that shows a distribution of their funds.
What is the iPad dashboard?
500
This is our main goal with Client Onboarding
What is Building Client Relationships?
500
The perks of Summit Advantage & Partnership Plus
What are High Yield Savings account, ATM Rebates, Free Online & Mobile Banking
500
A great referral source
What are existing clients?
500
We do not require direct deposits.
What is one of the advantages of our Summit@work program?