Activate That Checking
The amount of transactions to make a checking active
What is five?
Minimum amount required to gain dividends on High Balance Savings
What is $225k
The amount of money the member must have to be a qualified referral
What is $50k
The amount of planets in our solar system
What is 8
The amount needed to waive monthly maintenance fee for High Yield Checking
What is $25k
Minimum balance required to open High Balance Savings
What is $25k
Wording you should use to gain member’s interest
What is complimentary consultation
The color of a giraffes tongue
What is black
Credit score required for full service checking
What is
Minimum balance to open Great Rate Savings
What is $5k
The length of time member’s should be comfortable in investing with our FA
What is at least three years
The art who painted the Mona Lisa
Who is Leonardo da Vinci
Name all the eServices
What is eStatements, eTax Forms, eNotices, eReceipts
List our two promotional CD terms and their corresponding APY
What is 5 months 4.00% and 13 months 4.40%
Products our FA can offer
What is stocks, bonds, annuities
Originally Amazon only sold what kind of product
What is books
Name at least 3 ways members can activate their checking
Open ended question to help deposit growth
What is:
Where else are you banking
What are your plans with your funds
Steps to tracking a referral
What is:
Gain commitment
Book appointment in outlook
Add referral to Synapsis, CC managers
Highest grossing film of all time
What is Avatar