Just Checking On It
This is the monthly maintenance fee (MMF) of Smartly Saving account.
What is $5.00.
This is when a new product or products should be offered.
After assisting the customer with their servicing request.
This is how to get the Customer Opportunity banner to display if was accidentally closed in error.
What is by accessing the customer's profile again for the banner to repopulate.
This is needed for a client to be enrolled in Smart Rewards.
What is a Smartly Checking account.
The period ALL newly opened U.S. Bank Smartly Checking accounts are not assessed a maintenance fee.
What is the first 2 statement periods from the account open date.
This is how often the interest rate and annual percentage yield on a checking or savings account can change.
What is daily.
A Sales script example can be found here when one or more are available.
What is BEE's Customer Opportunities Banner.
This must be received before starting product application for a customer.
What is must gain consent for the product from the applicant prior to starting the application.
This is the minimum Smart Rewards tier needed to waive the Smartly Checking account Monthly Maintenance Fees.
What is Smart Rewards Gold Tier.
The minimum opening deposit for a Smartly Checking Account.
What is $25.00.
This what you may be prompted to recommend if a client has a Smartly Checking account with a large balance.
What is a Smartly Saving account.
These are the three (3) talking points sections shown of a product in the Customer Opportunities banner.
What are Engage, Explore and Recommend.
This happens when Start application is selected and Cloud Apply opens.
What is the applicant's information transfers from BEE to Cloud Apply.
This is the definition of a qualifying balance.
What are funds on deposit in an eligible product, where client has an ownership interest, are counted towards their CQB.
This is the average account balance and/or combined total of monthly direct deposits that must be met to waive the Monthly Maintenance Fee?
What is $1,500.00 or more.
Consumer Checking and Savings rates for a specific zip code may be discovered using this tool.
What is the RateHub.
These are the three options that appear at the top of the Customer Opportunities banner and when to select each of them.
Start Application: Select when applicant expressed interest and consents to continue the application.
Not Interested: Select when applicant states they are not interested. (Banner will be suppressed for six months.)
Remind 1 Day Later: Select when offer was unavailable due to nature of the call (fraud, applicant disconnect, escalated issue.)
What is the first step in Cloud Apply.
What is determining if the account will be for the individual applicant (Save and continue) or multiple clients.
These products are included in a client's Combined Qualifying Balance.
What are consumer and trust accounts that are open and the client is the account holder. Including:
This is an option that may be added to a Smartly Checking account if the account balance goes negative.
What is overdraft protection.
These are the benefits of a Smartly Savings account.
Fewer fees, FDIC insurance, convenient access, secure digital banking, dedicated accounts for each goal and goal-tracking tools that are built in.
These are the number of Smart Rewards tiers and their names.
What are five (5) Tiers titled Bronze, Silver, Gold, Platinum and Platinum Plus.
What appears in Cloud Apply during several steps of the application that must be provided to the client?
What are disclosures that must be read verbatium.
This is when the Combined Qualifying Balance is calculated and what it is based upon.
What is the average CQB is calculated at end of each month and the CQB is based on a 90-day average balance for all qualifying accounts.