THANKSGIVING
How many calories on average are consumed, per person, at Thanksgiving dinner?
4500
MARY YERGA HAS BEEN KEEPING SOME OF HER FUNDS FROM THE CHURCH IN HER OWN POCKET AND IS MOVING TO LOS ANGELES THE CITY OF ANGELS AND NEEDS TO CHANGE HER ADDRESS.
WHAT FORM DOES SHE NEED AND WHERE TO FIND IT?
https://centierbank.sharepoint.com/SitePages/Forms.aspx
CHANGE OF ADDRESS PERSONAL
LOVENA JOHNSON COMES IN WITH 2.5 MILLION OF NEW MONEY AND DOES NOT WANT TO HAVE IT LOCKED UP IN ANY WAY.
WHAT PRODUCT TYPE SHOULD SHE BE IN?
HIGH BALANCE MONEY MARKET
Gertha is about to have her 99th birthday and has always wanted in her whole life to have a Birthday CD. She has $1000 she would absolutely to lock up but is hesitant because she does not know how much she will have by the time she turns 100.
How much will she have saved in a year?
$1025
How much a day can you withdraw from the ATM?
$500
Who was the first President to pardon a turkey?
Lil boy Timmy just got his first job but has zero idea how to get his paycheck automatically sent to his checking account.
What form does he need?
DIRECT DEPOSIT ENROLLMENT FORM
https://centierbank.sharepoint.com/_layouts/15/viewer.aspx?sourcedoc={1c832af8-7aff-4803-83ac-c14e67427ab7}
A non client who has not had a bank account in over 2 decades who is uneducated on banking, what would be the best account for this client?
Smart-Choice Checking
Debra wants to know how many times she has used her debit card this month and how much she would receive from the connect accounts.
Show me where to find how many times a month someone has used there card and what her rate is for 35 swipes.
Pull up the CRM and 3%
Lil Greggy who just turned 15 has just started his job at Target and can't wait to get his hands on his first paycheck he made. He comes in to inquire about how much he made on his account, but unknowingly to Lil Greggy we cannot disclose any account information.
Why may that be?
INUTMA ACCOUNT
How many women were at the very first Thanksgiving celebration?
5
Jebediah has moved on to bigger and better things and just got himself a fancy lil whip. Now he has a car payment and he is unfamiliar with how he set up his payments. He has an auto pay set up but he would like to pay more a month then what the auto pay is set up for.
What form does he need to fill out?
Loan Payment Authorization of Automatic Transfer
https://centierbank.sharepoint.com/_layouts/15/viewer.aspx?sourcedoc={d4e76ee3-7023-4a69-b768-cfaee42d628f}
Rudy who is brand new to NWI, has recently been employed with Kris's boy, Samoil and Rudy has yet to open a bank account but has a Centier check she needs to cash. She is extremely upset that Centier has to charge a $5 fee over $100 and thumbprint her and call her employer who may or may not answer.
To avoid all of the extra headache for the client employer and yourself, what is the best route
Open a Centier Checking Account
duh
A client comes in with $1500 of money they do not need anytime soon. They want to see what we may have to offer as far as growing it with Centier. What can you offer them that will give them the highest interest rate for what they have?
7 month or 11 month CD for 5%
What is the fee that our Coin Counter takes for non clients?
8.9 % is the Non Client Fee
What Native American tribe celebrated the first Thanksgiving with the Pilgrims?
The Wampanoag
It's tuesday morning at 9am and someone is calling about our new cd rate specials for the week.
Where do you pull up that information?
TDA 10.31.23.pdf
HOW MANY PERSONAL SAVINGS ACCOUNTS ARE THERE?
6
What is our longest CD and what is the rate?
60 Month for 2%
AN EXTREMELY DISGRUNTLED NON CLIENT BARGES INTO THE FRONT DOOR AND SAYS HE NEEDS THE MONEY AT THIS VERY MOMENT HE CAN GET WITH THIS CARD AND THROWS AN UNOWKN BANK VISA CARD ON THE TELLER COUNTER.
HOW CAN WE GET THIS NON CLIENT MONEY AND HOW MUCH IS THE MOST HE CAN RECEIVE AS A NON CLIENT?
CASH ADVANCE AND $5000
In what month did the very first Thanksgiving celebration likely take place?
September
https://www.centier.com/resources/financial-calculators/certificate-of-deposit
They would be sitting on $18,646 at the end of the 11 month period.
How many personal checking accounts does Centier offer?
We have 8
How many Tiers are there for the High Balance Money Market account and what are they?
7
HIGH BALANCE MONEY MARKET TIER 1 $0-99,999.99 .01
HIGH BALANCE MONEY MARKET TIER 2 $100,00-249,000 4.25
HIGH BALANCE MONEY MARKET TIER 3 $250,00-499,999 4.50
HIGH BALANCE MONEY MARKET TIER 4 $500,000-999,999 4.75
HIGH BALANCE MONEY MARKET TIER 5 $1,000,000-2,999,999 5.00
HIGH BALANCE MONEY MARKET TIER 6 $3,000,000-4,999,999 5.25
HIGH BALANCE MONEY MARKET TIER 7 5,000,000+ 5.50
Nancy Furlong comes in and had to notify everyone at the teller desk her husband is getting locked up for murder and needs bail money. She needs to dip into her AOD. What is the exact amount she can take from her AOD if the maximum is $1000
965