Minimum Deposits
Monthly Fees
Overdraft Options
Features
Customer Scenarios
100

What is the minimum opening deposit for Access Checking 

$50.00

100

What is the Monthly Service Fee for the Premier Money Market?

$15.00

100
What product is designed without overdraft fees to support customer needs? 

Opportunity Banking 

100

This product requires co-ownership of a parent or guardian for minors 

What is Student Checking 

100

A young professional seeks a banking product with no fees to suite their financial needs. 

 What is Access Checking, the ideal product offering no fees, tailored for young professionals.

200

What account requires the highest minimum deposit among Checking and Savings accounts? 

Business Investor Fund 

200

What account has a $5.00 monthly fee and emphasizes the value of affordable banking services for customers with limited financial resources?


Opportunity Banking charges a $5 monthly service fee as a low-cost option for underserved customers.

200

Which saving account is excluded from overdraft limit eligibility? 

Personal Money Market are excluded to manage risk effectively

200

This product targets customers under 18 years of age 

What is Youth Savings

200

This product has a family banking focus especially for children.

What is Youth Savings accounts, designed specifically for children to encourage early financial responsibility and saving habits. 

300

What is the minimum opening deposit for Opportunity Banking 

$25.00

300

What consumer account charged a $25.00 monthly service fee, highlighting costs of higher banking services? 

Premier Checking. Understanding fee waivers helps bankers advise customers on avoiding monthly charges effectively. 

300

What does overdraft protection prevent? 

Declined transactions and fees by covering shortfalls in checking accounts 

300

This product offers unlimited bill pay providing convenience for managing multiple payment digitally 

What is Select Checking 
300

Students require specific banking products like checking and savings accounts to manage their finances effectively.

The recommended products are Student Checking and Personal Savings accounts tailored to student financial needs.

400

What account requires a $100.00 minimum deposit? 

Business Savings

400

What business product carries a $10.00 monthly service fee? 

Business Investor Fund 

400

What products can you link for Overdraft Protection? 

savings, money market accounts (MMAs), business investor funds, personal lines of credit (PLOCs), and most business lines of credit (BLOCs) can protect a checking account.

400

This product is a financial product designed for employees 

What is BOKF Employee Checking 

400

Separating savings from checking accounts helps businesses manage finances effectively and organize cash flow.

Business savings accounts provide a secure place to store funds while earning interest and maintaining liquidity.

500

What dda account has a zero minimum deposit requirement? 

BOKF Employee Checking 

500

Name 2 products with waivable monthly fees in this training? 

Premier Checking and Premier Money Market

500

This product offers an overdraft limit allowing customers to spend beyond account balance up to a set amoung

what is access checking 

500

This product provides exclusive premium services that enhance customer banking experience

What is Premier Checking 

500

High-net-worth clients seek tailored premium financial services and exclusive benefits.

Premier Checking offers high-end banking features designed specifically for affluent customers.