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 - 200pnts ( _____ would be the name of the Direct Bank extension through Five9)
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 application. True or False
True
Bonus 200pnt (____ ___ would be the department to assist customers with existing/pending online applications)
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
True
Direct Bank can assist customers with personal loan options. True or False
False
Bonus - 500pnts (Name of Third Party Loan Company)
Direct Bank Associates can assist with ______ products including loans and deposit accounts.
What is Consumer
Bonus 500pnts (Direct Bank Associates can assist with Consumer Mortgages)
True or False
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. )
Direct Bank associates can submit Small Business Lending applications. True or False
False
Bonus 200pnts (Our WSFS ______ ______includes resources for WSFS Small Business Lending options. This can be accessed through our Q Hub Library.
This WSFS product allows customers to borrow the max equity in their home and pay interest only on their balance for 10 years.
What is a (Home Equity Line of Credit)
Bonus - 500pnts ( $_____ would be the minimum amount customers can apply for with the 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
Diana would like to apply for an auto loan but wont have a car picked out until the upcoming weekend. You submit a referral to Direct Bank including the best ____ and _____ to reach out.
What is Day/Time
Bonus 200pnts ( A referral should include the best ___ ___ to reach the customer. )
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.)
This WSFS checking account waives fees for non WSFS ATM's
WSFS Relationship checking Account
Bonus - 500pnts (Customers receive a $___ discount on checks occupying a Relationship Checking Account)
True or False
Customers qualify for a credit limit increase after 3 billing cycles. True or False
False
Bonus 500pnts ( Explain the process to increase a customers credit card)
Sammy, owner of Trucks and Tools would like to open Small Business account. Which step would you take next to assist Sammy with getting the account opened?
A. Provide our website to Sammy www.wsfsbank.com
B. Transfer Sammy to Direct Bank to start account and submit referral.
C. Schedule an appointment at the branch with customer using the appointment request template by email.
C. Schedule an appointment at the branch with customer using the appointment request template by email.
Bonus 500pnts ( Sammy asks about the documents required to open the business account. What are the steps to find the business documentation metrics? )
Mr. Richardson is a current Spring EQ customer residing in CA looking to refinance his second mortgage into a HELOC. You offer to speak to a direct bank agent to get started on the application. Direct Bank advised that we only use collateral in which 4 states.
DE, PA, NJ, MD
BONUS (We could offer a customer a WSFS ____ which allows collateral in all 50 States
Helen Dwyer would be our PA contact center mortgage representative. ______ ______ would be the mortgage representative for the Delaware contact center.
Adam Cornachio
Bonus 500pnts ( What is 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 500pnts ( Personal Lines of Credits are attached to a checking account. If the checking account has three joint owners, all three owners must apply for the Personal Line of Credit Attached)
True or False
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
When submitting a referral through salesforce, you select _______ to identify where your lead/opportunity started.
Source
Name all Direct Bank Sales Agents
Who is Shannon, Susan, Belle, Kellie and Chyanne
________ is a third-party student lending service for WSFS customers.
Lendkey
Bonus 500pnts (Customers can find more information about student loans and the contact phone number for lend key at www.wsfsbank.com)
True or False