1.2 Checking Account - Product Listing

This topic describes the page on which the Checing Accounts products offered by the bank that can be applied for online are displayed.

This page is displayed once you select the Checking Accounts category on the bank portal. All the Checking Account products of the bank that are available in the zip code specified, for online application are displayed on this page as cards. Each card will display the product name, a short description of the product as well as the key features of each product. You can view all the products and select the best suitable one as per your needs. You can directly apply for a specific product on this page or can opt to view a detailed description of any product by selecting the Learn More link provided on each product card. Alternately, you can also compare up to three products at a time so as ensure you are taking an informed decision while applying for a specific product.

The zip code entered in the Zip Code modal window, is displayed on the top of the screen to identify that the products being displayed on this screen are those that are available within the specific location. You can modify the zip code by selecting the edit option.

This page also displays cross sell cards i.e. cards which enable the user to navigate to the other product offering pages of the bank.

  1. Navigate to the Checking Accounts product listing page.
    All the Checking Account products offered by the bank, that can be applied for online are displayed on this page in card format.

    Table 1-2 Product Listing - Field Description

    Field Name Description
    Product Name & Image The name of the product along with an image that represents the product is displayed on each card.
    Product Description The short description of the product is displayed on each card.
    Features The features of the product are listed down on each card.
    Cross Sell cards Cross-sell cards are displayed on this page, allowing users to navigate to the listing page of the selected product.

    A card to navigate to the bundled application listing page is also displayed.

  2. Perform any of the following actions:
    1. Identify the product for which you want to make an application and click Apply provided on the specific card.
      The Kick Off page will be displayed.
    2. Click the Add to Compare against any (up to three) products to compare them with each other.
    3. Click the Learn more link displayed on any product card to view additional details of that product.
    4. Click the edit to change the zip code.
      The Zip Code modal window will be displayed.
    5. Under the kebab menu, perform any of the following actions:
      1. Click the View Other Products option to navigate to the Product Offerings page.
      2. Click the Track/Complete an Application option to navigate to the Application Tracker.