Relationship Checking Quiz Name: __________________________ Date: ___________________________ Complete this statement: Customers with a combined balance of $________________ or more may be eligible for Relationship Checking. Name five of the seven types of personal accounts that may be totaled to determine if a customer is eligible for Relationship Checking: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ 4. _________________________________________________________ 5. _________________________________________________________ KANZA Bank’s Relationship Checking was formally known as __________________________________. Relationship Checking is an account that includes many unique features. Name as many features of the account (there are 13) as you can. ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ _____ In your own words, explain how you would determine if an existing customer is eligible for a Relationship Checking account? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ____ ______________________________________________________________________________________ ______________________________________________________________________________________ __ How would you sell this person the account? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________ _____ If you were speaking to a new customer to the bank (new money) how would you determine if they were eligible for Relationship Checking and what would you say to sell them this product? ______________________________________________________________________________________ ______________________________________________________________________________________ ______________________________________________________________________________________
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