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? ___________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________