Score It Like a Promoter
NPS also known as
What is "Net Promoter Score"?
The minimum dollar amount for investable funds
What is $75,000?
The minimum age for checking
What is 13?
The minimum amount to open CD
What is $2,000?
The basic coverage for NCUA
What is $250,000?
The credit union benchmark for NPS
What is 60.00?
The minimum length of term
What is 3 years?
The three benefits of our Free Checking with eStatements
What is: Free BPP, no monthly service fee, electronic statements, direct deposit a day early, 30,000 surcharge free ATMs?
The minimum amount to open a Money Market
What is $5,000?
List two situations where we would remove joint members
What is: deceased, teen turns 18, divorce?
The score for a "Promoter"
What is 9 and 10?
The total dollar amount a member should have
What is $150k? ($75k investable, $75k "rainy day funds")
The six checking account types
What is: Free Checking w eStatements, Business, TeenFirst, Classic, High Yield, and Builder?
The six types of savings products SDCCU offers
What is: Primary, Money Market, Special, Great Rate, High Balance, and CD?
What is: Traditional, Roth, SEP, and CUTMA?
The score for a "Passive"
What is 7 and 8?
TRUE or FALSE- Members can invest proceeds from the sale of their primary residence
What is FALSE?
The minimum required amount to waive High Yield Checking service fee
What is $25,000?
The minimum amount required to earn dividends in High Balance savings
What is $225,000?
List three exceptions for CTR
What is: missing CTR, gender, non-descriptive occupation, incorrect or expired ID, not updating all person records?
The score for a "Detractor"
What is 6 and below?
The three key terms that may lead to an Investment Referral
What is: New Job (401k), Divorce, Death, Existing Portfolios (Fidelity check deposits, ACH deposits, etc)?
The three reasons why a member would choose Classic vs Free Checking
What is: dividends, prefers paper statements, free with direct deposit?
The penalties for breaking a CD
What is:
-1 year or less = 90 days of dividends?
-13 months or more = 180 days of dividends?
List three exceptions for domestic wires
What is: incorrect originating branch, incorrect originating member, incorrect or missing ID, improper signature (TTE, POA, Rep Payee, etc.)