Magazine article ABA Bank Marketing

Continuing Education Quiz

Magazine article ABA Bank Marketing

Continuing Education Quiz

Article excerpt

Your Compliance Officer: Friend or Foe?

by Janet Bigham Bernstel

1. For the smoothest relationship with the compliance department, the marketing department needs to:

[] Involve compliance at the campaign's beginning.

[] Maintain a strict adversarial relationship.

[] Push the campaign through on schedule, even if it means bypassing compliance.

2. The marketing department should expect all of the following from compliance department except for:

[] Timely responses.

[] General training on compliance issues.

[] Saying "No" without giving an alternative.

[] Prompt updates on changes in compliance regulations.

Getting the Most From Your CRM by Tanja Lian Sablosky

3. Before you introduce CRM at your bank, you need to:

[] Conduct a customer survey.

[] Have a sales culture in place.

[] Start with a system in the operations area only.

[] Introduce a system in the commercial area only.

4. All of the following are needed for optimal CRM utilization except

[] Involvement by top management.

[] Dedicated staff members with CRM experience to handle implementation.

[] Training and buy-in throughout all departments.

[] Short, enforceable timelines for achieving observable results.

The Taxing Part about 'Free' Gifts by Jennifer McCollough, and Cheryl Riedlinger

5. Free gifts to customers in connection with a deposit of less than $5,000 do not have to be reported to the IRS on Form 1099-INT if the gift is:

[] Cash. …

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