Credit
TM
MS
Deposits
Savings
100

I’m looking at a new project and will need to hire new employees and help close the gap of these A/R’s and I don’t want to touch my cash what do you suggest for me? 

What is a Business Line of Credit?

100

Someone stole $10000 from my account, its looks like was with a check I wrote for my employee for $100.. Help me what can I so this doesn’t happen again??

Positive Pay

100

I need to accept payments from my customers, do yall offer to accept discover too?

Yes, we accept all major cards 

100

I need to open a new account and I will only keep $3000 in there daily. I dont want to be charged any fees, what checking account would you suggest? 

Spark Basic Unlimited Checking

100

Whats the name of the liquid interest bearing accounts you have, not a checking..

Business advantage Savings 

200

Im in imports and exports and the people Im working with requested this form of credit from the bank? 

Letter of Credit

200

This company continues to electronically withdraw from my regularly even though I authorized them for a one time payment.

Is this fraud?

What is No? 

200

Do you have a mobile reader that is bluetooth? 

What is Yes? 

200

Which account would you recommend to business maintaining more than $25,000 in average balances and only send 3 domestic wires per month? 

Spark Unlimited Business Checking

200

What is the curent promotion on a Bus adv savings account?

As of today, it is 0.20%.

300

Im tired of business partner and our relationship is through! I wanna buy him out NOW! Which product would suggest to help me do just that? 

Term Loan 

300

Continued… 

How can I stop them from taking from my account electronically going forward? 

Ach Positive Pay

300

I sell fire arms and cannabis and apparently yall wont let me accept payment online? Is that right? 

What is we will not provide the service at all? 

300

What account is required in order to complete sending a bill pay?

What is any account is eligible? 

300

Client has over $5MM in savings but is gaining 0.05 percent and the revenue is over 10,000, and the client asks for help to increase the rate what do you submit?

Rate exception 

400

I have a shipping business, I have my own fleet of ships docked in Galveston and I even offer repair services for said ships.Oh and I offer air time for Ships as well.

I gross $5MM most of it comes from the airtime believe it or not, do you think I could still qualify for a loan, will this be a problem? 


What is Yes?

400

I own 5 gas stations and one of my employees just got robbed on the way to the bank, I dont ever want that to happen again what can you offer me so i can make cash deposits in house?

Safe Vault Services 

400

Im have a construction company and I do progress billing and I hate asking my clients for their card information every time I complete one section of their house, can yall help me if so how? 

Recurring Billing one time authorization os needed.

400

I have an analyzed business checking account and I’m being charged so much, I keep $30,000 on average in balances. I dont have anything spectacular on my account no treasury services. Am I in the right account? And what would you suggest? 

What is no, business unlimited checking 

400

Role play - you and your partner share a success story about a huge deposit for savings..

Awesome!!! 

500

You mentioned you own a couple of brownstones in NY and would like to refinance them can you help me? 

What is no, were only able to refinance property that has more than 4 units and in NY you need an Hoa not single person.

500

I have over 1000 tenants and I do not have time to mail them all invoices individually. How can I have them pay their rent with a click of a button? 

One Bill Pay

500

Role Play: 30 sec elevator pitch as to why you go with Capital One for MS?

Congratulations!  

500

What account can be opened immediately in the intellix platform?

What is Escrow Account? 

500

Daily DOUBLE 

- Role Play 

30 sec elevated pitch for bringing new deposits to Capital One! 

Outstanding!!! 

M
e
n
u