Customer Trivia
This customer drives all of us nuts. Thus, we take turns helping them so as not to pull out all of our hair!
Who is Jeanie R Jones?
Name your own personal banker.
Who is.. .*enter answer here*
Coworker that is enthusiastic about naps.
Who is Mikayla?
This company recently partnered with First Federal to provide loan services to our customers
What is DMI/Dovenmuehule?
In order to open this type of account and lock in your money, you must have $1000.
What is a Certificate of Deposit?
This customer is not fond of Matt, rides a bicycle and calls frequently.
Who is Steve Warner?
These questions are a major part of being a trusted advisor. Name them.
What are open ended and closed ended questions?
Surprise beverages and food items tend to appear when this individual is around.
Who is Liz?
What does the acronym YOY stand for?
What is year over year?
This account is one that acts like a savings and has a minimum balance of $1000.
What is a Money Market Savings?
This customer we love for their rude, crude and tattooed demeanor.
Who is Joe Black?
Name the last person you asked if you could be their personal banker.
Who is....*enter answer here*
This coworker has an unhealthy obsession with a particular online shopping website.
Who is Brenda?
This is what APR stands for.
What is Annual Percentage Rate?
An Individual Retirement Account offers two choices to save your money for retirement. Name those options.
What are Roth and Traditional?
This customer has the kindest and sweetest demeanor. They have brought each of us handmade gifts to dry our hands!
Who is Laura Crawford?
A trusted advisor can be described as this.
What is a customers go to person for all of their banking needs and questions?
This coworker has been in banking for 8+ years and enjoys long drags of her cigarettes.
Who is Tiffany?
This is the Noland Road's monthly goal for consumer loans.
What is $100,000.00
We offer business accounts for businesses of all shapes and sizes. Name three types of businesses that we will NOT open an account for.
What are casinos, marijuana related businesses, ATM businesses, those who issue or sell money orders (over $1000/day, those who offer check cashing or foreign currency (over $1000/day), issue, sell or redeem prepaid access cards (over $1000/day) and those who offer wire type services.
This customer frequently wear overalls and is a car buff! They also are heavily tattooed.
Who is Ed Paterson?
Describe three tasks that a trusted advisor does.
What is add a POD, be knowledgeable about products, help customer get better interest rates, and be able to see opportunities for cross-selling better fitting products. *Other answers accepted upon discretion*
This coworker is award worthy and is excellent at executing multiple (sometime complicated) tasks whenever asked.
Who is Casey?
These are all of the loan products that First Federal offers.
Upstart (personal loan), Auto, HELOC, Home Loan, and Share Loans.
This checking account type offers three rate tiers.
What is the Premier Interest Checking?