Products
What is our most popular checking account?
Everyday checking
What segment(s) do Rosie & Betza cover?
Mass
What does the first E in E.A.S.E stand for?
Ensure the right products
Who is our advisor?
Sulieman Nurideen
Who is the premier banker?
Crystal
which account waives the non-wells fargo atm fee once a statement period?
Prime checking
What makes a client a part of the mass segment?
Clients w less than 100k in investable assets.
what does the A in E.A.S.E stand for?
Avoid unexpected fees
Who is our home lending consultant?
Ben Alvandi
What is the balance needed to waive the premier checking monthly service fee?
250k
Which two accounts waive the cashiers check fee?
Prime & Premier checking
Which banker covers the mass affluent & emerging affluent segment?
Ramata
What does the S in E.A.S.E stand for?
Share convenience services
Who is our Business Specialist?
Mame
What balances count towards waiving the $35 fee for premier?
consumer bank deposit account balances (checking, savings, time accounts (CDs), FDIC-insured IRAs) and (b) investment account balances (investments available through our affiliate Wells Fargo Advisors,1, 2, and applicable bank fiduciary and custody accounts).
How can you waive the Prime Checking monthly service fee?
By having a balance of 20k or more in statement - ending qualifying linked balances.
Which banker covers the affluent potential & affluent segment
Crystal
What does the last E in E.A.S.E stand for?
Empower financial goals
Who is our Merchant Services Rep?
Trick Question, it is a centralized group.
Can you convert your account to premier on the mobile app?
Nope
What is a relationship account?
a banking strategy where you link multiple eligible accounts—such as checking, savings, CDs, and investment accounts—to access enhanced benefits and services.
If a relationship banker is not available to assist an emerging affluent client, which banker would you refer the client to?
TRICKKK QUESTIONNN!
A client comes in has 27k in his checking account 33k in his savings account & does not like paying for cashiers checks. He is in everyday checking & platinum savings. What component(s) of ease would you use to assist the client?
Ensure right products & Avoid unexpected fees
Who are the three partners that make up the financial journey?
Banker, Advisor & HLC
What are the benefits of premier?
Many answers can be correct, let’s talk about it.