Qualifying Consumer Accounts
Qualifying Business Accounts
Dollar, Dollar, Dollar is What I Need
No Ifs, Ands or Buts About It
This Is How We Do It
100

This checking account is for the simple stuff.

Smart Checking


100

These are the 3 business accounts we generally offer.

Business Core, Business Plus, and Business Pro

100

Consumer

[BLANK] for YOU, [BLANK] for THEM.

What is $50

100

What does a customer need to pass to be able to get qualified checking account?

What is ChexSystems

100

The two pieces of info we need about the person being referred.

What are name and email.

200

This checking account does NOT qualify for RAF.

Private Banking checking

200

Lawyer up! This account is reserved for those in the aforementioned field.

IOLTA (we don't open many of these)

200

Business

[BLANK] for YOU, [BLANK] for THEM

What is $50/$100

200

This is the amount of debit transactions needed in the first 30 days.

What is 7

200

Customers can scan this to take them directly to the sign up screen.

What is the QR Code

300

This checking account is the only one that draws interest.

Simmons Signature Plus Checking


300

Making money is not the objective with this account.

Non-Profit.

300

How much can a referrer earn up to per calendar year? 

What is $500

300

The amount of days business accounts have to reach $2k cumulative deposits and 10 transactions.

What is 60 days.

300

The time when you should be talking to people about RAF.

ALL THE TIME

400

This checking account provides discounts based on age restrictions.

Simmons Signature Checking

400

AS SEEN ON TV. Just kidding. This checking account sounds like it plays on reruns all day.

Commercial checking

400

Once the qualified account is opened, how will the customer receive their $50?

What is a $50 VISA Virtual Reward through their email.

400

The amount of ACHs that a consumer checking must make within 60 days w/ at least $100 each.

What is 1.

400
This is where we go to sign up people on the retail side.

What is mySimmons - RAF - Associate Portal.