Checking
What are the account requirements for an EZ-Choice Checking Account?
There are no requirements to have an Ez-Choice Checking account
What are the three savings accounts we offer?
MyChoice Money Market, Relationship Savings, andStarter Savings,
What is a status 20
Not activated
What is the Regulation in which a customer must make a choice
REG E
What is the different between a feature and a benefit
Feature---How it Works Benefit---Why
What are the sub product codes for on sale checking accounts?
H5, H3, W3, E5, E3, Z2
What is the monthly maintenance charge on a relationship savings account
Zero with a checking account OR o$500 minimum daily balance without an eligible consumer checking account OR oMake at least one deposit per monthly service charge cycle (This can be any type of customer initiated deposit.)
What do we type in a blank screen to look up a restraint
RSMU
What tools do we use with customers to help with the conversation
Financial Fitness Pyramid
What two branches did I work at before I became a trainer
Hilton and Henrietta
What are the requirements for the MyChoice premium Account to avoid monthly maintenance charges?
7500 Average Daily Balance in an account or 25000 combined balances (Retain, HELOC adnf outstanding loans ,Securities,
What is the minimum opening for a MyChoice Money Market Account
2500
When we first open up Hogan after putting in TPX, what region do we tab down if we are in a branch to locate a customer
CICSP09
What are the three different categories we can put into the citizens tab on PACE
US Citizen Resident Alien Non Resident Alien
What are the five time deposits we offer
Holiday/savings club fixed rate CD add on time Deposit Jumbo CD Step up CD
What are the requirements of the MyChoice Plus?
Direct Deposit of at least 1500 or 2500 Average Daily balance
What savings account doesn't get charged an excess fee of withdraws from m&T Bank
Starter Savings
What is the blank screen we look up to find a specific debit card transaction
PCSI
How many questions do you ask in the Expected Account Activity Tab
9
What is the name of the guy who sits at the front desk
Mike
What are the requirements for the My Way Account
One or more transactions each monthly service charge cycle, such as a deposit, withdrawal, or any debit payments
In order to get the tiered rate, what is the minimum you need to deposit into a MyChoice Money Market
10000
What do I put into a T screen to get to the transactions
3-DDA-Account number-10000
What are the five Primary forms of ID
US Drivers License US Passport Fed/State issued Photo ID US Armed Services ID Elder Letter Confirming Customers ID ( religious Exception)
What are the four primary Id's that can be used for a Resident Alien
Foreign Passport Resident Alien Card US Visa Us Dept of State ID