HOUSEHOLDS
HOW DOES A RELATIONSHIP WITH KEY BENEFIT OUR CLIENTS?
WHAT IS A full banking relationship with Key brings money-saving discounts and benefits on other KeyBank products and services.
HOW MANY TRANSACTIONS ARE NEEDED FOR PRIMACY
WHAT IS FIVE
WHO IS THE KEY BANK CEO
WHO IS CHRIS GORMAN
WHAT DOES RXM STAND FOR
WHAT IS RELATIONSHIP EXPERIENCE MODEL
WHAT IS A RELATIONSHIP HOUSEHOLD
WHAT IS Primacy + 1 product (Savings, Investment, Loan, Credit Card)
HOW MANY MONTHS FOR A SAVINGS TO SEASON
WHAT IS 2 FULL MONTH
WHAT IS 1 MONTH
qualifying for primacy, clients will have a calendar-month long grace period if their number of monthly transactions drop off. Primacy can easily be regained after transactions pick up again in the following month.
WHAT IS THE VALUE OF THE FRAUD BUSTER AWARD?
WHAT TYPE OF QUESTIONS HELP US GET NORE SPECIFIC WITH CLIENTS
WHAT IS HIGH IMPACT QUESTIONS
WHAT IS REQUIRED TO ACHIEVE RED KEY?
WHAT IS 100%+ in New Relationship Households, and 90%+ in Client Experience, and 80%+ in Risk Management
HOW DO CLIENTS QUALIFY FOR 2% CASHBACK WITH THE KEY CASHBACK CREDIT CARD?
What is to qualify for 2% cashback, the client must have a qualified KeyBank checking account with five eligible transactions per month as having a Cashback Credit Card qualifies as an additional product. The client will continue to earn 2% cashback if they continue to meet primacy each month
WHAT ARE ELIGIBLE WITHDRAWLS FOR PRIMACY
WHAT IS BILL PAYS; DEBIT CARD TRANSCTIONS (POS AND BILLS); AUTOMATED PAYMENTS; ATM; TELLER; CHECKS
WHAT IS OUR EXPERIENCE ACTION STATEMENT?
WHAT IS MAKE EVERY MOMENT MATTER
EXAMPLE OF 1 HIGH IMPACT BANKING QUESTION
WHAT IS ....
If you could change 1-2 things about your current banking relationship, what would it be? What is the top strength of your current bank? Who do you most rely on for financial advice? What is one thing I can do today to improve your banking? What is the top thing you didn’t like about your previous bank? Tell me about a time where you felt most valued by your bank?
WHAT IS SCRAPPY PLAY
WHO IN THE BRANCH RESPONSIBLE TO HELP INCREASE RELATIONSHIP HOUSEHOLDS FOR THE BRANCH?
WHAT IS EVERYONE
WHAT ARE ELIGIBLE DEPOSITS (3 OUT OF 6)
WHAT IS PAYROLL/DIRECT DEPOSITS; ATM; TELLER TRANSACTIONS; CASH; CHECKS; ELECTRONIC XFERS
WHAT ARE THE 4 GIFTS WE GET TO CHOOSE FROM FOR EMPLOYEE APPRECIATION WEEK
WHAT IS A BACKPACK; TOTE; HAT AND WAISTPACK
WHAT ARE THE 4 C'S?
What is : Connect, Clarify, Carry Out & Conclude
WHAT ARE 2+ TIPS TO HELP CLIENTS ACHIEVE PRIMACY?
WHAT IS ASSISTING ENROLLING CLIENTS IN ONLINE BANKING, SETTING UP BILL PAY, CLICKSWITCH FOR DIRECT DEPOSITS, ISSUING ATM CARDS, SHOWING CLIENTS HOW TO COMPLETE A MOBILE DEPOSIT
NAME 3 RELATIONSHIP BENEFITS
WHAT IS EXTENDING BEST RATES, PRODUCTS AND SERVICES, WHICH MEANS MORE MONEY IN YOUR POCKET & LENDING INTEREST RATE DISCOUNTS, 2% CASH BACK ON CREDIT CARD, DISCOUNT ON ESTATE PLANING
WHAT FIVE TRANSACTIONS ARE NOT INCLUDED FOR PRIMACY
WHAT IS ACCOUNT ADJUSTMENTS; ACCOUNT TO ACCONT TRANSFERS; PERSON TO PERSON TRANSFERS; INTREST AND SEVICE CHARGES & FEES
How many states will you find Key Consumer Bank branches & Key Commercial Bank office locations?
What is 15 states
DEFINITION OF RELATIONSHIP EXPERIENCE MODEL
WHAT IS....emphasize the importance of asking high-impact questions to understand and meet our clients' needs effectively.
WHAT IS :
• Early Pay
• $100 Annual Cash Bonus in Key Select Checking
• Award-Winning Online Banking
• Fee free checking with KeyBank Hassle Free
• EasyUp - Automatic Savings