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What is the monthly service fee? $10 What are the ways to waive the monthly service fee? Maintain a balance of $1500 daily balance, 10 swipes, have a direct deposit of $500 or more Ways to Discount? If you are between the ages of 17-24 $5 off Does this account have any restrictions? n/a Who is the target audience for this type of account? general public/lower balances What are some additional features? direct deposit/online statements/interest rate discount for loans and lines Proxy?75

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Everyday Checking

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What is the monthly service fee? $30 What are the ways to waive the monthly service fee? Combined balances of 25k(linked bank deposit accounts) or 50k in linked brokerage, bank, credit Does this account have any restrictions?n/a Who is the target audience for this type of account? higher balances What are some additional features? Free Cashiers Checks/Money Orders, Combined Monthly Statements, 2 free non wells fargo ATM withdrawals, ATM limit is 1000 Proxy?75

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PMA Checking

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What is the monthly service fee? $15 What are the ways to waive the monthly service fee? Maintain a combined daily balance of 10k OR liked to mortgage Discount?: $2 discount for online statements Does this account have any restrictions? Who is the target audience for this type of account? customers who maintain a high balance or have a home mortgage with us. What are some additional features? Proxy?

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Preferred Checking

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Teen Checking

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Opportunity Checking

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Wells @ Work Checking

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Opportunity Savings

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Platinum Savings

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Way 2 Save

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What is the monthly service fee? What are the ways to waive the monthly service fee? Does this account have any restrictions? Who is the target audience for this type of account? What are some additional features? Proxy?

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Time Account (CD)

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Qualifying Collateral: Minimum/Maximum Amount: LTV: Term: Fees: Minimum Payment Discount:

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Personal Line of Credit

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Qualifying Collateral: Minimum/Maximum Amount: LTV: Term: Fees: Minimum Payment Discount:

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Auto Loan

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Qualifying Collateral: Minimum/Maximum Amount: LTV: Term: Fees: Minimum Payment Discount:

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CD/Savings Secured Loan:

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Qualifying Collateral: Minimum/Maximum Amount: LTV: Term: Fees: Minimum Payment Discount:

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CD/Saving Secure Line of Credit

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Qualifying Collateral: Minimum/Maximum Amount: LTV: Term: Fees: Minimum Payment Discount:

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Personal Loan

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1. Check in/Recap on Service Given to Customer 2. Ask for name from Customer 3. State Process/Benefit 4.Commit to Follow Up 5. Ask for Phone Number at Follow Up

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What are the 5 steps of the referral statement and during which part of the customer service experience do you apply it?

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1. Customers Legal Name 2. Physical Address 3. DOB 4. Tax Payer ID Number (EXCEPTION for non US Citizens without a TIN; must obtain a US government issued alien ID, border crossing card, employment authorization permanent resident card, resident alien card) 5. Country of Citizenship 6. Occupation 7. Job Title

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What seven pieces of information are you required to obtain from all account owners?

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Adverse Credit Notice

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What is the name of the form given to customers if they have a negative risk screening record?

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Marriage License or Official Government Document

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What documentation is required to process a legal name change?

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A feature tells about something a product does. A benefit is what the feature does for the customer.

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What is the difference between a feature and a benefit?

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