SB Knowledge
An in-depth conversation done by the manager to make sure we get all vital information to ensure we give the best recommendations for every client.
What is the Key Conversation?
They are our newly appointment Cash Management rep
Who is Chris Fryauff?
This is the card processing system Key Bank offers our Business clients.
What is Clover
As a banker, this manager was 2x Signature Circle winner
Who is Brenda Sanchez?
This Business account is best for newer/ smaller businesses who don't carry as high a balance
What is the 09 Basic Business Checking account?
This proactive alert system notifies business owners of all check activity on their account(s), allowing them to review and return checks through online banking before they’re processed
What is Check Control?
True or False: A client who already has KMS decides they want another machine. Once we send the referral to Yerica, we still get 175 SBFWCs for the referral
False, we can't get points for a client who is already with KMS
This manager has been in a hot air balloon more than 40 times!
Who is Desirea Neal?
New clients can earn $1,000 by opening this account, make a total of $25,000 or more in deposits within 30 days of account opening, and maintain an end-of-day balance of at least $25,000 for 90 days.
What is 68 Business Rewards Checking Account
This product allows businesses to make interest on their operating account
When do you get credit for a KMS referral?
Upon activation, and after a transaction of at least $25.
This manager has a blue belt in Jiu Jitsu.
Who is Justin reakes?
This product has a current promotion that gives clients a great rate of PRIME +0 for 12 months.
What is the RLOC? (Responsive Line of Credit)
True or False: Business owners now have the ability to do wires from home, BUT it does cost more.
False, it is cheaper for a client to do wires from home
This company partners with Clover to better help Health Care Businesses
What is Rectangle Health?
This manager just travelled outside the country for the first time last year.
Who is Cristian Silva Garcia?
You loop in this Partner when you discover that this business makes $2.5 million annually and is asking for a $750k SBA loan
What is a BBRM?
Checks negotiated at the teller line
Gives the Business owner the ability to pass on the processing fee to their customers and save the business owner money.
What is Surcharging?
This manager has jumped off the Hawthorne Bridge multiple times
Who is Andre Gonzales