Deals
What are Daily Essentials?
These deals are provided based on location (geolocation or ZIP code, based on your preference) and once activated, they must be used within four hours.
What must be verified before sending any email or deeplink?
Email address or phone number
Send the appropriate D1 solution
What is the most common missed complaint?
Wait time
How many years do you have to be an associate for to use sabbatical?
15 years and every 5 years after up to 2 times
What does a client need to have to qualify for BofA rewards?
All the client needs to have is a qualifying Bank of America personal checking account.
Is the child on a Family banking account able to view or activate Deals?
No, only the parent is eligible for deals.
Client is online reviewing account activity but thinks was scammed by a merchant. Which email could you send to help them avoid scams and fraud in the future?
Security center and/or identity theft
What should you do if you think the call is coming from AI assist like Google voice?
Say "This call may be monitored and recorded."
Click Event Tracker in Web References and select AI Assisted Call from dropdown
How many times can we talk to a mental health professional like Melissa downstairs?
With Employee Asssistance Program you can have up to 12 face-to-face counseling sessions (in person or by video) for each priority or challenge you may be managing,
When will BofA rewards anniversary review resume?
November 2026
In November 2025 preferred rewards anniversary reviews were paused in preparation for launch of BofA Rewards
How long does it take for client to get the reward?
In most cases, earned rewards will be distributed to the debit/checking account or credit card account that completed the eligible purchase within 60 calendar days of the transaction posting date. Not all offers earn cash back; some offers earn different rewards.
Client is asking for current interest rate on their credit card, which email could you send?
Statements and documents or Manage credit card account
Client sees the word None for external checking account when trying to pay credit card and cannot pay card. Is that a complaint?
Yes, Pay BofA Bills - unable to schedule payment/autopay or account not visible
Which tier of BofA Rewards are employees moving to?
Preferred Honors
If client's anniversary month is December 2026 when do they need to have the balance requirements in the accounts?
They have a 3 month grace so they have until March 2027
To investigate a Deals issue what should you click on in Account Services?
Deals Support
Client has BofA bills and wants to confirm autopay is set up. What is the best email or deeplink to send?
Me2me - Transfer Money Between Bank of America Accounts
Client is having a hard time hearing associate. Is that a complaint?
Yes, Poor call connection unable to hear
What rewards will the new Spirit airlines card offer?
The new card will offer a different rewards structure that is not tied to Spirit Airlines. Full details will be provided so you can understand how the new rewards work.
How many times can a Preferred Honors client get free non-bofa atm withdrawals in a month?
Unlimited for Preferred honors and premier is unlimited for U.S. and International
True or False: Clients need to activate all Deals before making purchase.
False, some deals are auto activated
True or False - To add external accounts to pay their BofA credit card the client needs to receive trial deposits from external bank.
False, when client clicks or taps Add account from another bank they will get option to add account info or the BankLink and most of the time won't need to get trial deposits anymore.
Client stated redeemed rewards a month ago and hasn't received rewards yet. Is that a complaint?
Yes, Card Rewards - redemption submission not processing or paper check redemption not received or statement credit redemption or travel redemption not received
Use this system and this form to update a client's language preference.
PCU thru Bolt
Is joining the new BofA Rewards enough to qualify for the monthly maintenance fee waiver?
No. Joining BofA Rewards qualifies the client for the Member tier; however, the Member tier does not waive the monthly maintenance fee. To avoid the MMF, account owners must join BofA Rewards and qualify for the Preferred Plus, Preferred Honors or Premier tier or meet one of the Product specific qualifiers.