Enter Title

Name that Checking Product

100

This Checking Account Pays a high dividend

Spend Account

200

This checking account is opened when a member has a high deductible health plan

Health Savings Account (HSA)

300

This checking account is when we offer a member a "second chance" managing a checking product.

Fresh Start Checking

400

Name the three things the member must have on their Spend Account to earn the higher dividend

15 debit card transactions

1 ACH

eStatements

500

This member prefers regular statements vs. electronic

this member also prefers using cash rather than a debit card

earning a dividend on this account is not the members main objective

Standard Checking

Checking Product and Service

100

Type of checking a business account may open

Business Checking Only

200

A special feature of receiving Bonus 10 Benefits is on what account?

Spend

300

Name 1 service connected to Mobile Banking

Apple Pay

Mobile Deposit 

View estatements

400

product we should be inserting into the members phone "wallet" upon issuing

debit card

500

this member is a heavy user of their debit card, has direct deposit and does everything online including eStatements. what checking type is best for this member

Spend Account

XP2 Screens

100

Screen that displays the SDC number

Account Details

200

the screen that displays the checking account product

Individual Summary Screen

300

the members history shows a $25.00 POS charge. what is a POS?

Point of Sale

400

how can I find information quickly in the history?

use the sort button or click on titles

500

a member wants to change their current checking account to a different product. where do I locate this option?

Account Details>Change Product Template

Cross Selling Checking

100

name one question to ask the member to determine what type of checking account to offer

•Does the member prefer paper statements or electronic?

•Are dividends important to the member?

•Does the member use a Debit Card frequently?

•What features and benefits do they like about their current Checking Account?

200

role play how you would offer a checking account during a new account

should respond with... bundling and restating what the members needs are

300

True or False. The monthly service fee on a Business Account is $10.00

true

400

I can locate a cross sell message where in XP2?

Sales Opportunities

500

When reviewing the members current checking account product, what sort of things should I be checking for?

if they have estatements

how often they use their debit card or if they have one issued

are they signed up for direct deposit?

Checking Facts

100

Checking Accounts are often referred to as...

sharedraft

200

a reason a checking account is important to the credit union

income

engagement

300

True or False: a checking account is liquid

True

400

A money Market requires an initial $____ deposit. this amount must remain in the account

$1500

500

How many transactions can a member do on a money market per month?

6