Interest in September

“Why TF is my interest so low?” What’s your first step?

Have a Zyrtec

Sync

Check Bonus Interest tab

Respond with ‘🔎 Customer thinks interest is incorrect (Time2investigate) 🔎’

Customer has received NO INTEREST in 2 of his 4 Savers, despite having funds in all of them throughout September. You’ve confirmed this in RFS & Synced. Which response do you send?

🔎 Customer thinks interest is incorrect (Time2investigate) 🔎

💥 “Activated” - But received BASE not BONUS interest

💥 “Activated” - But NO INTEREST received

➡️ Send to Account Matters (Interest day)

How many days in September?

30 days

1 week

October 1st

31 days

What is something that will NOT affect Interest earned:

The date a saver is created

The date a large deposit is made into a Saver

If they have a Westpac account

If they are on base or bonus

You check Bonus Interest tab & it says ‘Pending’ & the last purchase is BEFORE the last day of the month. What response do you send?

✏️ “Pending” - (5th ON 30th September)

✏️ “Pending” - (5th ON 29th or earlier)

What is my passcode/forgot my passcode

Customer created Savers during month affected interest $ received

How to Calculate approximate interest

Balance @30th September X 0.016

Avg. balance for September X 0.016

Avg. balance for September X 0.016 / 12

Balance @30 September X 0.016 / 12

What is compound interest?

Interest earned on interest

Interesting stuff

A type of interest rate

Compounding stuff

“Why is my interest so low”? Which of these CAN’T you check in Accounts tab / RFS

When the Saver was created

If there was a large deposit late in the month

Whether or not interest has been paid

How many goals Stuart Dew kicked in the ’08 granny

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