BENEFITS
DOES PREMIER CUSTOMERS GET THE SAME BENEFITS AS A SIGNATURE BANKING CUSTOMER?
YES
WHAT IS THE REQUIRED BALANCE FOR A PREMIER ACCOUNT?
$25,000.00
WHO IS OUR PREMIER RELATIONSHIP BANKER?
THE WONDERFUL DONNA STUART
WHAT IS THE FORM YOU NEED TO FILLOUT WHEN UPGRADING OR DOWNGRADING AN ACCOUNT?
DEMAND ACCOUNT TYPE CHANGE FORM
TRUE OR FALSE
THERE ARE "NO ATM FEES"
TRUE
WHAT IS THE COMBINED BALANCE REQUIRED BETWEEN DEPOSIT ACCOUNTS AND/OR PIONEER WEALTH MANAGEMENT ACCOUNTS?
$100,000.00
WHO CAN QUALIFY A "NEW TO THE BANK"PREMIER CLIENT?
MEMBER OF THE BRANCH MANAGEMENT TEAM
WHAT ARE THE 5 ANYWHERE BANKING TOOLS?
ONLINE BANKING
MOBILE BANKING
BILL PAY
DEBIT CARD
ESTATEMENTS
IF A CUSTOMER WHO HAS BEEN UPGRADED TO PREMIER, DOES NOT WISH TO BE ISSUED A NEW DEBIT CARD WITH NEW NUMBER, WHAT IS THE PROCESS?
UPDATE CARD LIMITS IN HORIZON BASED ON CONSUMER AND BUSINESS DEBIT CARD GUIDELINES
DOES PIONEER OFFER OUR PREMIER CUSTOMERS A LINE OF CREDIT AND WHATS THE LIMIT?
YES
IF ONE OF THE REQUIREMENTS IS NOT MAINTAINED, WHAT IS THE MONTHLY SERVICE CHARGE ASSESSED TO THE ACCOUNT?
$25.00
WHAT IS THE FIRST STEP IN THE PROCESS OF INITIATING THE NEW PREMIER RELATIONSHIP?
EMAIL PREMIER RELATIONSHIP MANAGER AND BRANCH MANAGER WITH THE NEW CLIETS CONTACT INFORMATION
ALSO SETTING THE EXPECTATION WITH NEW CLIENT THAT THEY WILL BE CONTACTED BY THE PREMIER RELATIONSHIP MANAGER WITHIN 48-72 HOURS
WHAT DOES ID THEFT AID INCLUDE
IDENTITY RESTORATION
PAYMENT CARD RESOLUTION
PERSONAL IDENITY THEFT BENEFIT
IDENTITY MONITORING
WHAT ARE THE STEPS YOU SHOULD DO IN THE PROCESS OF DOWNGRADING A PREMIER ACCOUNT TO EITHER AN ESSENTIAL OR SIGNATURE?
FILL OUT A DEMAND ACCOUNT TYPE CHANGE FORM
UPLOAD TO A DEPOSIT OPERATIONS CASE IN SALESFORCE
CREATE NEW DEBIT CARD WITHIN THE GENERAL DEBIT CARD BIN
REMOVE "PREMIER ACCOUNT DESIGNATION FROM CUSTOMER PROFILE IN HORIZON XE
WHAT IS SPECIAL ABOUT THE PREMIER DEBIT CARD?
ITS METAL AND BRANDED EMV CHIP CARD
WHAT IS THE INITIAL REQUIRED DEPOSIT UPON OPENING?
$5.00
WHAT ARE THE STEPS TO FOLLOW IN XE, TO ADD THE STATUS OF A PREMIER CUSTOMER?
CUSTOMERS INFORMATION>BASIC INFORMATION>EDIT>COMMENT LINE>TYPE PREMIER>SAVE
DOES PIONEER PERKS OFFER A HEALTH SAVINGS CARD? AND WHAT ARE THE BENEFITS OF USING IT?
YES
SAVE MONEY ON PRESCRIPTIONS
EYE EXAMS
FRAMES
LENSES
HEARING SERVICES
IF YOU'RE DOWNGRADING AND THE CUSTOMER HAS AN OVERDRAFT LINE OF CREDIT, WHO SHOULD YOU CONTACT?
CONSUMER LENDING
NAME 6 FREE PRODUCTS THAT PIONEER OFFERS PREMIER CUSTOMERS?
CHECKS
MONEY ORDERS/TELLERS CHECKS
STOP PAYMENTS
LINKED ACCOUNT TRANSFER
3X5 SAFE DEPOSIT BOX RENTAL/50% OFF LARGER BOX
INCOMING WIRE TRANSFERS
E-STATEMENTS OR PAPER STATEMENTS
- DAILY DOUBLE-
TRUE OR FALSE
THE MONTHLY SERVICE CHARGE IS WAIVED FOR THE FIRST 5 STATEMENT CYCLES
FALSE
THIS CHARGE IS ONLY WAIVED FOR THE FIRST 2 STATEMENT CYCLES
TRUE OR FALSE
A PREMIER CHECKING ACCOUNT IS ELIGIBLE FOR A PREMIER METAL DEBIT CARD AT OPENING?
TRUE
THEY ARE ELIGIBLE FOR PREMIER METAL DEBIT CARD AND OR INSTANT ISSUE DEBIT CARD AT ACCOUNT OPENING.
-DAILY DOUBLE-
HOW MUCH CELL PHONE PROTECTION CAN YOU RECEIVE UP TO PER CLAIM? AND HOW MUCH PER YEAR?
RECEIVE UP TO $600.00 PER CLAIM AND $1200.00 PER YEAR
NAME THE FOUR WHO CAN AUTHORIZE TO MAKE EXCEPTIONS TO PREMIER QUALIFICATIONS?
PREMIER RELATIONSHIP MANAGER-TEAM LEAD
MARKET LEADERS
SVP RETAIL BANKING
EVP CHIEF CUSTOMER EXPERIENCE OFFICER