Direct Bank Products
Mrs. Stones would like to apply for a WSFS credit card and transfer her Discovery Card balance to pay 0% interest for the first _____ billing cycles.
What is (9)
_____ would be the phone number to Direct Bank. Customers can also dial this phone number
302-792-6190
BONUS
FIVE 9 HOTLINE CODE FOR DIRECT BANK
Select ______ in five9 to initiate a conference call to with a Direct Bank associate.
Warm Transfer
Ms. Bradley would like to open a CD account, but unable to stop into a branch. You offer to speak with a Direct Bank associate to start an online application. True or False
True
Your customer is approved for a credit limit increase. A referral shouldn't be submitted, and unit will not be applied to your monthly incentive. True or False
B. TRUE
Direct Bank can assist customers with personal loan options. True or False
False.
Direct Bank Associates can assist with ______ products including loans and deposit accounts.
What is Consumer
Mr. Robinson opened 2 Checking accounts, 2 Savings accounts, and an 11 Month CD account with a Direct Bank Associate. How many referrals should you submit to Direct Bank?
What is 5
Ms. Rodrigues would like to apply for a Home Equity Line of Credit but cannot speak to a Direct Bank agent at the moment. You decide to
A. Thank customer and End Call
B. offer Direct Banks phone number
C. offer a callback from a Direct Bank agent
d. Inform customer of another option to submit application online.
B. offer Direct Banks phone number
C. offer call back from Direct Bank option.
Optional (d. Inform customer of another option to submit application online, but it doesnt count toward your sales incentive)
Direct Bank associates can assist with opening Small Business Accounts and Small Business Loans. True or False
False
BONUS
HOW DO YOU SUBMIT A SMALL BUSINESS REFERRAL?
SUPER BONUS
WHERE IS THE SMALL BUSINESS DOCUMENT METRIX LOCATED ONLINE?
This WSFS product allows customers to borrow the max equity in their home and pay interest only on their balance for 10 years.
Home Equity Line of Credit
A _______ address to the creditor is required when submitting a balance transfer request. This includes the name of the creditor and the customers account number with the creditor.
Billing
A referral should include the best ___ ___, _____, ______, to reach the customer.
What is a phone number, date, and time
You spark up an interest with Mr. jones about applying for a cashback credit card. He is no longer interested after hearing about the rates but may want to apply at a later time. You
A. offer to provide Direct Banks phone number
B. inform customer that he can also apply online
C. offer a phone call back from a Direct Bank agent
D. Thank customer and End call
E. Advise customer he can stop into a branch to apply also.
A. offer to Direct Banks phone number
B. inform customer that he can also apply online
Optional (E. Advise customer he can stop into a branch to apply also.)
Customers can check for personal loan rate options online at ________
This WSFS checking account waives fees for non WSFS ATM's
WSFS Relationship checking Account
Customers qualify for a credit limit increase after 3 billing cycles. True or False
False
Type _________ into the search bar in salesforce to view your list of referrals
My Referrals Delegated or My Open Leads or Referrals
BONUS: SHOW US HOW TO FIND YOUR OPPORTUNITIES LIST
Mr. Richardson is a current Spring EQ customer residing in TX looking to refinance his second mortgage into a HELOC. You offer to speak to a direct bank agent to get started on the application.
True or False
FALSE
BONUS
We can use collateral in any state that existing clients reside in.
TRUE or FALSE
______ would be the mortgage representative for the DE contact center agents.
Adam Cornachio
BONUS( What's Adam's phone number?)
Your customer was approved for a WSFS Personal Line of Credit. This approval will add to your unit sale for the incentive. True or False
False
Bonus: Personal Lines of Credit are attached to a checking account as overdraft protection. If the checking account is joint, would all signers have to apply for the Personal Line of Credit?
Customer wants to apply for a WSFS Cashback credit card and is requesting an interpreter. You provide these options
A. Online application
B. Start application with Direct Bank
C. Submit an application at the branch
A. Online Application
C. Submit an application at the branch
Bonus: The customer sets up an appointment at Fox Run Branch because an interpreter is needed. You would also submit a Consumer Credit Card referral to the Fox Run branch. True or False.
When submitting a referral through salesforce, you select _______ to identify where your lead/opportunity started.
Source
Bonus: Agents should select _____ when contributing a lead to weekly AMP.
Name all Direct Bank Sales Agents
Who is Shannon, Susan, Belle, Kellie and Chyanne
Bonus: Name our two Correspondence Agents
________ is a third party student lending service for WSFS customers.
Lendkey
Bonus: Guide us through finding the phone number to Lendkey.