What is the Service?
What is the Product 1?
What is the Product 2?
What is the open-ended question?
What is the fee/limit?
100

$1.95 per month yet FREE for Incontrol, Classic and Relationship Customers.

Bill Pay

100

You can make purchases with your checking account with me?

Debit Card

Follow Up- What are the limits?

100

My monthly service charge is $4/mo. unless you have estatements (ACH debit/ credit OR using your debit card (.50 off each swipe)

InControl Checking

100

Edward Jones (Investment)

What do you like about your current ________?

Would you like a free review from our non-commissioned advisor?

100

Dormant Account

I am a $10 charge/mo. after 36 months of inactivity for savings account

I am a $10 charge/mo. after 12 months of inactivity for a checking account

200

I can be used as a short-term financing option with an Emprise Bank checking account.

Cash Please

200

I bill you for your purchases?

Credit Card

200

I earn higher interest based on your account balances

Money Market Account

200

Discover Payment

What do you like best about your current credit cards?

200

Incoming Wire

I have a $15.00 fee when this occurs

300

My purpose is to strive to pay items when funds are not available?

Overdraft Protection

FOLLOW UP- How is my limit determined?

300

I am a low-risk bank savings product

 CD

300

I am in the market to earn higher returns on your funds

Investment

300
Car Payment

How far are you in payments?

Would you like to see whether we can save you money?

300

Overdraft Item paid

My max fee is $160.00; $32.00 per item


Follow up- NSF fee?

400

I am a FREE service for customers, where I confirm your identity on documentation?

Notary


Follow up- What's my fee for non-customers?

400

I am only offered if you have my checking companion

Savings PLUS

Follow Up- What are those checking accounts?

400

I am leased annually under a contract

Safe Deposit Box

Follow up- Can there be signers on the SDB? POD's?

400

Savings Account

How are you currently managing savings?

400

Stop Payment

I am a $32.00 fee


Follow up- True or False- Stop payments can be placed on debit card transactions?

500

I am a free service that protects your account.

Dynamic Sweep

500

My service charge is $10/ mo. and can be WAIVED if you have an average daily balance (ADB) of $2,500.00 in account OR total deposit relationship of $20,000.00

Classic Account

500

I am a long-term financing option

Loan

Follow up- What are the types of loans we offer

500

MM/CD/Investments

What are your goals with excess funds in your accounts?

500

POS Limit & Mobile Deposit Limit

My limit is $5,000 Daily