SCHNEIDER WHEEL
It's when you relax on helping your member.
FOCUS
How often is Skip Payment allowed on an eligible loan?
ONCE PER CALENDAR YEAR
What is the current cap on the higher dividend for Kasasa Cash Checking?
$25,000
Current Choiceline applicants must have a minimum of what income amount?
$2000
Who is currently the CEO of TwinStar Credit Union?
JEFF KENNEDY
This is where you would build rapport and adjust to your member's behavior style.
CONNECT
Innovator Checking - $5 monthly fee is waived if aggregate average balance is greater than what?
$500
What is the current annual percentage yield paid on Kasasa Cash Checking up to the cap allowed?
3.00%
What is the maximum LTV on a FTB auto loan?
100%
How many months in a calendar year have 28 days?
12
You ask questions, actively listen and develop needs before proposing solutions.
PROFILE
What is the name of the free member service the CU offers that helps a member to search, buy, sell and save on the next home purchase?
HOMEADVANTAGE PROGRAM
Name the checking product that does not charge a paper statement fee for any member with that account type.
Prime Advantage
Name all four Visa credit card types offered at TwinStar Credit Union.
CLASSIC, PLATINUM, PLATINUM REWARDS & SHARE SECURED CLASSIC
Following up with new members at specific intervals is part of the ______________ process.
ONBOARDING
Translate features into personalized benefits and link your recommendations to member's key objectives.
COUNSEL
Name all three business checking programs offered at TwinStar CU.
INNOVATOR, EXPLORER, VOYAGER
What is the youngest age a member can be for a Kasasa Tunes account?
13
When extending term to add PPP on an installment type loan, what is the term cap in months?
84
TRUE or FALSE:
The objective of every sales contact is to obtain an immediate sale.
FALSE
Ask for the next member action or appointment and/or add to the sale.
ADVANCE
What is the maximum mileage on a vehicle allowed for a First Time Borrower's program?
150,000
What is the dollar cap for the 1.25% APY on the Kasasa Saver?
$10,000
Maximum warranty allowed on an auto loan is: $_______ or _____% of the value whichever is greater.
$2000 or 10%
How many branches are in Division 4 (ours)?
6