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Branch Campaign Quiz #5

Quiz by Glenn David McMeeking

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10 questions
Show answers
  • Q1

    The OD initiation campaign ends when?

    1 December

    1 January

    30 November

    15 November

    30s
  • Q2

     The OD initiation fee campaign will save customer up to what amount?

    R1000

    R1500

    R175

    R501

    30s
  • Q3

    Who is the OD initiation fee campaign targeted at?

    Only customers who takes up a Fixed OD type

    All new and Existing customers and to customers porting a savings account to a chq account

    To Customers who has a package

    All new and Existing customers only

    30s
  • Q4

    What campaigns are not currently active?

    YNOT

    Seniors Month Campaign

    BT Challenge & BT Initiation fee discount campaign

    November like no other

    30s
  • Q5

    BT Initiation fee discount campaign: Customers can receive a 50% discount on initiation fees if:

    Ask for override

    Capture 91 on the Marketing campaign ID field on BDP

    Colleague sends it to rates concession

    Capture 50% on the marketing campaign ID field on BDP

    30s
  • Q6

    When must a Sales colleague close a Salesforce/ECM/MSA Lead?

    When sale is concluded

    Once customer indicate he/she is not interested

    Once customer indicate he/she is not interested

    Once appointment is setup with client & Once customer indicate he/she is not interested

    30s
  • Q7

    According to Sales standards, How many appointments must each seller have for a week?

    3

    15

    9

    6

    30s
  • Q8

    According to the Sales Standards, each seller must a minimum of five (5) calls per day to action Salesforce Leads, MSA leads

    true
    false
    True or False
    30s
  • Q9

    According to the Sales Procedure, the objective of the monthly planning meeting is to to identify tactical sales opportunities within your trade area and to agree on a set of activities for the following month.

    true
    false
    True or False
    30s
  • Q10

    According to the Sales Standards, the frontline colleagues which includes: Tellers, Host, Customer Service clerks, CBORS, Customer Service and Hosting Managers and Sales support colleagues are responsible for:

    Balancing the ATM’s

    Generate leads (i.e. leads that result in a customer appointment) where applicable.

    Focus on their role only.

    Sales (OPTI’s, Rewards, Digital) & Generate leads (i.e. leads that result in a customer appointment) where applicable.

    30s

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