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Bank Channel Quiz

Quiz by SMB Channel Sales Training

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10 questions
Show answers
  • Q1

    What is one reason that banks a great referral source?

    Banks act as a business owner's CPA if they don't have one

    Banks are competitors to Paychex

    Business owners need a bank account to pay their employees

    Business owners MUST go to the bank daily

    30s
  • Q2

    Why do bankers benefit by using Paychex?

    All answers are correct

    We are a referral source to them with our clients

    We bring value by providing more solutions to help their clients grow

    Businesses often open multiple bank accounts (business account & payroll account)

    30s
  • Q3

    Who would you find in retail banking?

    Business Bankers

    Regional Managers

    Executive Vice Presidents

    Branch Managers

    30s
  • Q4

    Business Bankers handle Consumer Clients and Small Business Accounts

    false
    true
    True or False
    30s
  • Q5

    Who should your first bank meeting be with?

    The Regional Manager

    The Business Banker

    The Bank Teller

    The Branch Manager

    30s
  • Q6

    What is important to remember when calling on Non-Partner Banks?

    Be assumptive with going in for the meeting

    Book with the gatekeeper

    Only call once, then move on

    Be educational by explaining the value we bring to banks

    30s
  • Q7

    You don't have to pre-call plan for a bank meeting

    false
    true
    True or False
    30s
  • Q8

    What is one way you'd pre-call plan for a bank meeting that you wouldn't for a client meeting?

    Pull your e-client list to find mutual clients

    Check Salesforce for past contact 

    Connect on LinkedIn

    Visit their website to find out more information

    30s
  • Q9

    How can you build business rapport with a branch manager?

    Mention something you noticed on their website or on LinkedIn

    Have a conversation with the teller while you wait for your meeting

    Ask how their weekend was

    Bring donuts and coffee

    30s
  • Q10

    How often should you meet with a banker?

    Monthly

    Weekly or Bi-weekly

    Annually

    Daily or Every other day

    30s

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