Consumer Mastermind
What are the four steps to the hosting a Consumer Mastermind workshop?
What is the amount clients received off closing cost on a secondary mortgage when being a part of the group banking program?
$500
What Business checking has a $15.00 fee?
Summit Now
What are the two types of billing for Business credit cards
Individual Billing
Consolidated
What are the two investment groups at Pinnacle?
Raymond James
Fountain Group
What steps on the Intranet to navigate to locate the Consumer Mastermind Materials?
Click on The P symbol in the upper left corner
Client Experience
Effective Advice
Consumer Resource
Consumer Mastermind
What are the current group banking promotions?
Open a Group Banking checking account with $100 and have at least $500 in qualifying direct deposits** before Dec. 31, 2024, and get $100 deposited into your account.
$200 Direct Deposit Bonus
$200 Grizzlies Den Gift Card + Grizzmas Floor Seats Experience - runs through January 10, 2025.
Special closing cost fees on qualified HELOC lines up to $100,000 thru Dec. 31, 2024.
What are the requirements on a Horizon 300 to avoid the monthly fee?
$60,000
What are the three primary interest rate type on a credit card?
Fixed
Variable
Adjustable
What are five other services offered within our Investment Group.
Retirement Planning
Income Tax Planning
Cash Flow & Budget
College Savings Plan
Stock Concentration
What Topics are covered in Consumer Mastermind 1.0?
Week 1: Money Mindsets
Week 2: A Budget that Works
Week 3: Give Yourself a Raise
Week 4: Using Credit Wisely
Week 5: Automobile Advice
Week 6: Homebuying Hacks
Group Banking (Requirement for business client to enroll in group banking?)
Employees
Direct Deposit
Group Banking Code
Name two benefits of our all of our business checking accounts.
Free business debit card
Free Online Banking with BillPay
What are the three credit reporting agencies?
Equifax
Experience
Trans Union
What is the minimum credit score for a residential mortgage loan?
620
What is your Role as a host?
Your role as host is to provide a safe and comfortable space for participants to learn and share together
What are the five credit cards offered at Pinnacle
Mastercard Platinum
Mastercard Platinum Secured
Mastercard Platinum Rewards
Mastercard World
e Grizzlies Mastercard Platinum Rewards
Name two other services offered to Business Clients.
Treasury Management
Business Loans
How can you assist a client with redeeming their credit card rewards?
Sign into Apex
Click view account
Search Client (name, tax ID, card number
What are the two term options for mortgage payments
15 year
30 year
Where should you log all consumer masterminds?
In the Community Service Hours form.
What are the benefits of the Mastercard Rewards when using it to purchase gas, grocery & drugstore?
2% cashback on every dollar spent
What Business services offers clients ways to purchase equipment, pay payroll, new building, inventory and etc.
Business loans
How can you determine if a client use consolidated billing or Individual Billing?
Go into Apex
View Account
Search Client
Click on company summary (It is listed under Billing.)
What is the percentage needed for down payment and closing cost?
1-3%