EEIC

Family Banking

100

With the Safe balance for Family banking, who can transfer money online?

What is only the parent.

200

True or False: I can use Zelle with Family banking.

FALSE! 

300

How many parents can be on the account?

Only one. Family Banking Job Aid 

400

What are two ways that a parent can deposit into the account?

• Parent can deposit money to this account by:
  • Digital money transfer from a Bank of America checking or savings accounts or a linked investment account
  • Mobile check deposit
  • ATM
  • Financial center counter deposit

EBI

100

What is EBI? Provide what it stands for and what it does. 

Employee Banking & Investing

• Participating company employees are eligible to enroll in Preferred Rewards Gold tier with a $20,000 balance requirement waiver.

200

How are you eligible to be apart of the EBI program?

• Employees from participating companies are eligible if they:
  • Have an active, eligible personal checking account.
  • Receive all or part of their payroll direct deposit from a participating EBI company into a Bank of America personal checking or savings account they own or co-own.

300

What does the EBI Rewards Program Search Tool do? Provide 2 responses. 

• Quickly search for enrolled companies and affiliates.
• Review the benefits employees receive once they are enrolled in Preferred Rewards.
• Sort the list alphabetically, by initial waivers date or company headquarter locations for faster access to the information.
• Identify the following details:
  • Date Legacy companies converted to Preferred Rewards
  • Companies that no longer participate in the program

400

How long may it take for the client to complete Preferred Rewards enrollment and have benefits become fill effective? 

 It may take up to 90-calendar days (60-calendar days for Payroll Direct Deposit identification plus 30-calendar days for Preferred Rewards eligibility)

Volunteer

100

What are some great activities that you do, that would not be able to be recorded as volunteerism? 

Amazing activities that are not volunteerism: ̶ Anything for which you’re getting compensated by the organization ̶ Bank sponsored recreational leagues ̶ Employee fundraising ̶ Employee Network, My Environment etc. participation

200

What are some examples that you could submit as volunteer time? Provide 2 examples. 

• Coaching sports leagues • Tutoring in schools and communities • Serving at your place of worship • Active time fostering children or animals • Packing and serving food • Sustaining and revitalizing green spaces • Disaster relief • Donating blood • Supporting military and veteran causes • Teaching others to manage their money • Assisting with arts & culture events • Nonprofit Board of Directors service

300

How many hours can you receive paid time off per week with manager approval to volunteer?

2 hours! 

400

How many hours must you record to be able to submit a volunteer grant? 

at least 50 hours.

Credit Card

100

What are 3 benefits of the Visa Signature Travel Rewards credit card in regards to insurance benefits? 

• Extended Warranty
• Auto Rental Collision Damage Waiver
• Trip Cancellation/Trip Interruption (up to $1,500 per covered family member)
• Trip Delay
• Lost Luggage
• Visa Travel & Emergency Assistance Services
• Visa Roadside Dispatch

200

What does the Consumer Card Competitor tool allow you to do? 

This tool is designed to help you describe the benefits of our Consumer credit card products, including the 25% - 75% rewards bonus cardholders can earn on eligible cards when they enroll in Preferred Rewards. Consumers have different needs and priorities. Identifying these main financial goals will help you match them to the right product.

300

If a client is enrolled in PR, what are the different % in rewards they receive on their credit cards? 

25% for Gold, 50% for Platinum, 75% for Platinum Honors and Diamond Honors. 

400

What would the conversation look like if a Single Service client at the Teller line is making a payment?

• "I see you have been using your smart phone while waiting on line. What if I can show you a way to make your deposit quickly and conveniently every time? If you give me just 10 minutes of your time today , it could save you hours in the future” • “Were you aware you can also make a  payment using our Mobile Banking app? I’m happy to show you how! And, if you don’t already have the app on your phone you can download it while you’re here using our free WiFi!” • “Were you aware you can also make a credit card payment at any Bank of America ATM? Let me show you! 

Resource: Financial Center Playbook