Credit Cards
Referrals
Business
Personal
KYC (Know your Co-worker)
100

What is the interest rate on all 3 cards for the first 12 billing cycles?

0%

100

if you have someone needing a business Auto loan. Who do you send them to?

Rene Purtee

100

What is one document that people need to open a business account?

IRS/EIN Letter

Operating agreement

Articles of organization

100

What is the name of the account that has nothing with it?

Bright Solutions

100

What is Billy's full legal name

William Kenneth Owens

200

What Card offers rewards and cash back?

Cobalt 

200

if someone has a large balance in there accounts ( Over 500K) what two departments could you refer them to?

PB and AWM

200

What loan can we do for Businesses?

None refer to Rene

200

If someone comes in wanting a credit card. Who do you refer them to?

No one you do it.

200

What is Delana's Favorite Color

Purple

300

What service would be used heavily in the winter that includes free towing and gas delivery service?

24/7 roadside assistance

300

What Business gets TM for free?

Non profit

300

What account would offer free Cashier check and money order to a business?

Small Bus Club

300

if I have 30K in a HYMM Account and I am needing to open a checking With about 1,000 in it at all times. What account would you recommend?

Plus Checking

300

How old is Brianna Osuna?

53... 25

400

when adding a AUS to a card does it effect that persons credit?

No

400

what does Merchant Service provide?

Payment solutions for businesses 

400

If someone owns 25% or more of a business what are they?

Beneficial Owner

400

Bright solutions is $5 per month unless the customer does this to make it $3 per month?

Enroll in E-statments 

400

Name one place Angie went to on her 2 week long trip

Virgin Islands, Universal, The ocean

500

where is the Corporate CC application and information located?

under the TM and Business services tab in max under Departments

500

When does your land/lot referral reflect in tableau?

When it says Closed won in client link

500

If I'm opening a Business account and i say Ill keep 2,500 in it at all times. I also am having a Business HELOC valued around 50K. What Account would I qualify for?

Small Bus Club

500

What are 3 services that the Select Checking offers that the Plus does not?

Evet Petcare, Free 3X5 SDB or 40% off larger boxes, Free Domestic wires, Free Cashiers Checks and oney orders, Earns Interest.

500

If Gracie has 5 IDs and she gives 1 back to the customer How many does she have left?

4 ID's... come on Gracie stop stealing peoples identities.

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