Employee Event
What day was our employee event
October 11
What is the benefit of our Money Market Account & minimum balance you need to keep in there? Also what is the fee if below minimum balance?
More interest with higher balances, liquidity, $2K minimum Balance.
Fee is $15 each month its below minimum
What are our work Perk Categories
Health Perks, Wealth Perks, Growth Perks, Life Perks, Fun Perks
Who is always cold in the branch?
Pati, Kathleen
What Phrase is our strategy in two words that was Used at the all Employee Event _____ &______
Give & Grow
Name our Auto products
New, Used, Refinance, Refinance Cash Out, Special Interest Auto
What is the service called in online banking were you can make payments to other service providers?
Bill Pay
Who takes lunch Everyday at 12:00pm?
Pam
What Type of car is the Back To The Future Car?
DeLorean DMC-12 time machine
Name what lending products we can use to help a member consolidate debt?
H/E loan, Auto Refinance Cash Out
What is the system called to look up procedures
Support Point
Who Has a Pool?
Kathleen & Marcus
Name the two guest speakers that where not Desert Financial employees?
Anthony Robles & Keith Ferrazzi
Name our Recreational Products?
New Boat, Used Boat, New/Used Motorcycle, New/Used watercraft & ATV, RV/Travel Trailer.
A member has $300K in their savings account and wants to earn more interest on their money what would we recommend?
Money Market, CD's, Wealth Management appointment appointment.
What is Keith's Dogs Name?
Bear
Each person of your team need to say 2 takeaways from the employee event and explain why.
Any Takeaways
Name our business lending products?
Business Auto, Secured LOC, Unsecured LOC, Term/Equipment Loan.
What are the names of our business partners and what departments do they work in?
Alex Brea- Wealth Management, Jessica Kerber Wills & Trust, Regina Petty- Mortgages,
What is the birth month of each employee at Lake Pleasant?
Marcus-Oct, Pam-March, Keith-March, Kathleen-September, Pati-January, Dylan-June