| Knowledge | Retention | Overcoming rejection responses |
|---|---|---|
|
What is 250 dollars spent or 30 days after first dd
Qualifications to get a gift card
|
What is upload, spreadsheet, thank you note, refer a friend,
3 of the 4 steps to onboarding an account
|
What is ask how often they go in a branch and talk about OLB
Customer lives out of state
|
|
What is up to two lines
How many cell phones can be insured
|
What is after opening an account, birthday, and one year
Times we send cards
|
What is olb, and customer service open on weekends
Customer wants a bank that is open on weekends
|
|
What is select and regular
Two types of First at Work accounts
|
What is direct deposit never goes in, account was never funded
2 main reasons that f@w accounts close
|
What is her name and number and follow up the next day
Customer wants to wait to check w spouse
|
|
What is $10
Minimum amount that can be transferred monthly to savings
|
||
|
What is $15
How much will first bank refund a month from other atm owners
|
||
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