Business Accounts
This business checking account is typically best for clients with low transaction volume and simple needs.
What is Business Advantage Fundamentals?
This short-term lending solution has a cash bonus offer & provides cash back on purchases
What is Business Advantage Cash Rewards CC?
This partner offers a payroll solution to business clients.
What is ADP?
A consumer client walk in needs to be routed. They came in for a service but they have a business-related offer.
What is the BSA?
"I just started my business."
What is "Where is your business account?"
This type of business account makes the most sense for clients with consistent incoming wires.
What is Business Advantage Relationship?
This lending solution provides flexible access to funds as needed.
What is a BACL?
This partner allows client's to receive payments via machine processors.
What is a Merchant Consultant?
A client says their cash flow fluctuates month to month and they need flexibility.
What is a BACL?
"Things have been a little tight lately with the business"
What is "How do you currently manage your expenses?"
This type of account is free if the client has a Business Advantage Relationship account.
This type of loan is typically used for large, one-time purchases.
What is a BATL?
This partner can review if a business is staying compliant with any changing regulations.
What is ADP?
A business client mentions they are making large expenses month over month with their business debit card.
What is a business credit card?
"Business is going great right now so I don't need anything."
What is "What long-term priorities do you have for the business?"
This type of business account has the lowest cost & the lowest required minimum daily balance to waive MMFs.
What is Business Advantage Savings?
$10/mo or $2500 min daily balance
This type of line of credit does not require the client to be in business for 2 years.
Secured BACL
This partner can help business owners create a strategy that builds a financial cushion and steady income over time.
What is an FSA?
A business client consistently has checks coming out of their accounts payable to individuals.
What is payroll solutions?
“I usually just use my personal account, it’s easier for me.”
What is "How do you protect yourself from co-mingling?"
This offer has 5-tiers and is for new relationship business accounts being opened.
What is the Cash Bonus Offer?
$5,000 - $400
$15,000 - $700
$50,000 - $1,000
$100,000 - $1,500
$200,000 - $2,500
This type of lending solution supports clients who may not qualify for traditional financing and is often backed by a government program.
What is an SBA loan?
When a client’s borrowing needs go beyond basic lending solutions, this partner helps explore more tailored options.
Who is the BBRM?
A business owner shares that things are “going well,” but mentions they’re busier than ever, juggling multiple priorities, and thinking more about what’s next.
What is the BSA or BBRM?
“Things are busy, I don’t really have time to meet with anyone right now.”
What is "What’s taking up most of your time in the business today?"