Account type
This account type earns a tiered, variable interest rate based on your overall deposit total
What is the Growth Money Market
Which of BMO Chilton's partners brings the best treats to huddles?
Who is Kristin Van Drisse with Wealth Management?
While not required it is highly recommended to do a self audit of cashier's checks and money orders how often?
What is MONTHLY?
If the customer stated "I want to earn cash back on everyday purchases" which BMO credit card would be the good fit for them?
What is BMO Cash Back Credit Card?
According to Brilliant at the Basics how fast should an employee acknowledge a client?
Within 30seconds?
This checking deposit account offers $0 monthly maintenance fee, $0 for paperless statements and has no monthly minimum balance requirements
What is the BMO Smart Advantage Checking Account?
Which BMO partner will create Annuities with customers in office at BMO Chilton?
Who is Financial Advisor Joe Ritschl with LPL Investments?
As a best practice how many SDB should be kept in AVAILABLE status?
What is no more than 30?
Which BMO credit card offers No Annual Fee?
What is BMO Cash Back Credit Card, BMO Platinum Rewards Credit Card and BMO Platinum Credit Card?
What CARE-ED skill are you using if you 'Listen and ask questions to understand our clients needs'?
What is Curiosity?
This deposit account offers a $5 savings reward for every month your account balance grows by at least $200 for the first 12 months after account opening.
What is the BMO Savings Builder?
Which BMO partner offers our customers Exclusive Benefits based off of their combined deposits of $250 thousand or more?
Who is Sarah Gutierrez with Premier Services?
If a customer is looking at branch security measures or loitering without conducting a transaction this could be considered what type of behavior?
What is 'casing' with the intent to gather info in preparation for a robbery?
Which BMO credit card was named under Best Credit Cards by Money magazine in 2025?
What is the BMO Premium Rewards Credit Card?
If an employee is proactive in presenting financial ideas that would benefit our client, what CARE-ED skill are they using?
What is Expertise?
This BMO deposit product is an online-only high-yield deposit account offering for those who prefer a completely online experience.
What is BMO Alto?
Which BMO partner offers our small business customers a way to accept card payments in-store or on the go with Talech Mobile?
Who is Chris Hernke with Elavon?
Authenticating a customer, asking questions and reviewing information before conducting a wire transfer is considered what?
What is doing your Due Diligence to prevent fraud?
Which BMO credit card offers 4X rewards back on airfare and dining, 3X on hotels, tours, travel agencies, and cruises, 2X on rideshare, taxis, and car rentals and 1X unlimited earn on all other purchases?
What is the BMO Escape Credit Card?
What CARE-ED skill is used to make the client feel confident that their needs would be taken care of?
What is Attentiveness? (Would also take Empathy)
This deposit account offers the customer a high yield interest rate return until its date of maturity
What is a BMO Certificate of Deposit (CD)?
Which BMO partner offers tractor leasing?
Who is Chris Ratay of American Capital?
Finish this statement; Step-Up Authentication requires either:
What is 2 PRIMARY authentication methods -or- 1 PRIMARY and 2 SECONDARY authentication methods
Which BMO credit card offers 2-way SMS Fraud Alerts
What is all BMO credit cards?
If a BMO employee proactively takes ownership of our clients' experience: their needs and problems, what CARE-ED skill is the employee using?
What is Dedication? (Would also take Empathy or Responsiveness)