Savings
This savings product is needed to have a membership with us
Primary Savings
What is the age range for a free student checking account?
13-21 years old
Who is our Business Banking Relationship Manager?
Brittany Harris
What program do we use to send a member a password reset to their online banking login
Q2-CoPilot
What is step 6 in the QBS6 process and what is the follow up process?
Nuture, 2-day 2-week 2-month 6 month quarterly
What is the minimum balance requirement for a money market account to avoid a monthly service fee
$2500
What is the minimum deposit needed to open a plus checking account?
$500
How many Business Checking Accounts do we offer?
4. Community, Business Express Checking, Business Express Plus Checking, Business Express Premium Plus Checking
What program do we use to assist members with switching over their direct deposits?
Clickswitch
In step 5 of QBS6, what do we ask for?
Future business or referrals
What does IRA stand for ?
Individual Retirement Account
What is the requirement needed to waive the MMF on the premium plus checking account?
$50,000 or greater CU1 relationship
What is the NSF Fee for our Business Checking Accounts?
$35.00
If a member doesn't have a user id for online banking, which program do we use to assign them one?
Q2-Central
What are the 6 steps in QBS6?
Prospecting and research, Discovery/needs assessment, demonstrating value/presentation, objection management, close, nuture
What are the 3 IRA's that we offer
Roth, Traditional, Educational
True or False: Our Express Premium Plus Checking account waives the fee for international and domestic wire transfers.
False, only waives the fee for all domestic wire transfers
A Community Checking Account is best for what type of Business Entity?
Non-Profit Organizations
What app allows members to control their debit and credit card usage and spending?
Card Keeper
What are the 5 Steps to a great member experience?
Greet the member, Serve the member, resolve an issue by offering solutions, transfer to a partner if needed, close or follow up.
What are the terms that we currently offer for share certificates
6 months 12 months 24 months 30 months 36 months 48 months 60 months
Name all of the personal checking accounts CU1 currently offers
Student,Free,Express Plus, Express Premium Plus, UIC Express Checking, Fighting Irish Checking
True or False: The Business Express Plus Checking Account does not earn dividends.
False, it does earn dividends
What program can a member sign up for to check their Credit Score?
Enrich
What are the 5 Pillars of MX?
Integrity, Expectations, Time and Effort, Resolution and Empathy