Bank Channel Quiz
Quiz by SMB Channel Sales Training
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- Q1
What is one reason that banks are a great referral source?
Business owners MUST go to the bank daily
Business owners need a bank account to pay their employees
Banks act as a business owner's CPA if they don't have one
Banks are competitors to Paychex
30s - Q2
How do bankers benefit by using Paychex?
Businesses often open multiple bank accounts (business account & payroll account)
We are a referral source to them
We bring value by providing more solutions to help their clients grow
All answers are correct
30s - Q3
Which of these positions is not part of retail banking?
Teller
Branch Manager
Business Banker
30s - Q4
Business Bankers serve a diverse range of clients from small to medium sized local businesses
truefalseTrue or False30s - Q5
Who should your first bank meeting be with?
The Business Banker
The Regional Manager
The Bank Teller
The Branch Manager
30s - Q6
Your first meeting with the bank will be focused on their clients and all subsequent meetings will be focused on the bank.
falsetrueTrue or False30s - Q7
Non-Partner Banks already know the value of working with Paychex.
falsetrueTrue or False30s - Q8
You don't have to pre-call plan for a bank meeting
falsetrueTrue or False30s - Q9
What is one way you'd pre-call plan for a bank meeting that you wouldn't for a client meeting?
Pull a list of mutual clients from Salesforce to find mutual clients
Check Salesforce for past contact
Connect on LinkedIn
Visit their website to find out more information about them
30s - Q10
How can we best show the value of working with us in the initial meeting with the branch manager?
Provide insights and best practices they can put to immediate use
Tell them all about all of our products & services
Ask them about the pictures on their desk
Bring donuts & coffee
30s - Q11
What is a Bank Huddle?
A team meeting held daily, weekly or monthly prior to the branch opening
A 1:1 meeting with the Branch Manager
A 1:1 meeting with the Business Banker
What you do before a football game
30s - Q12
Who participates in the Bank Huddle
All answers are correct
Branch Manager
Business Banker
Teller
30s - Q13
What is a 3 x 3?
You bring 3 clients to introduce the bank to and the bank brings 3 of their clients to introduce to you.
A meeting with all the bank employees that happens every 3 weeks.
Working from the bank for at least 3 hours.
Setting up a table inside the bank for 3 hours with the goal of setting up 3 EUPs
30s - Q14
Which of these is a benefit of working inside the bank?
You can manage your daily activity at the same time
You will be visible to business owners
All answers are correct
You will be visible to bank employees
30s - Q15
What is a Partner Day?
Conducting a huddle and then staying to work in the branch.
Meeting with one of your internal Paychex partners.
A 2-hour time block where you set up your brand table and introduce yourself to business owners who walk in the bank or are invited to your event.
30s