Business
Business
Business
Business
Business
100

This program allows you to open new business deposit accounts and take business lending applications with same conditional approval decisions 

What is BBX

100

provides you with competitive equipment leasing and financing solutions that are needed to help grow your business.



What is -American Capital provides you with competitive equipment leasing and financing solutions that are needed to help grow your business.

American Capital offers tailored options for: Heavy Machinery and Construction Equipment Office Equipment, including Furniture and Phone Systems Computer Hardware and Software Medical, Fitness, and Restaurant Equipment And Much More!

Who is my American Capital Partner: Chris Ratay

100

We can help you get low rates on lines of credit, help you finance equipment and offer flexible loan options to get the money your business needs.

What is Business Line of Credit

100

No need for checks and safer than cash. Enjoy easy access to your business checking account

What is BMO Business Debit Card 

100

Scanning checks at your desk and depositing them online means you can make deposits more quickly which can help accelerate your cash flow and save you time and money.

What is Remote Deposit Capture 

200

Where you can find all Business related resources 

What is business banking product page/Business Banking Products and Services Guide 

200

Allows business to accept debit/credit cards along with online payments options

 

What is Elavon

Partner Judy  

200

Keep your business and personal expenses separate. Monitor your spending, streamline your recordkeeping and manage your card online, so you can spend less time on your finances and more time growing your business.

What is BMO Business Credit Card

BMO Business Platinum Rewards Credit Card

BMO Business Platinum Credit Card


200

Businesses that are associated with risks that exceed BPLC’s credit strategy. The risks may be fundamental to the credit profile of the industry and based on regulatory/legal aspects of the business and compliance costs to the Bank.

What is Industries Not Supported in Business Lending RISK 9+ 

200

 We offer a full suite of solutions to help you take control of your cash flow, including tools to help streamline your payments and collections processes, as well as services that provide the information you need when you need it. And our solutions are designed to evolve as your business grows, so you’ll always be ready for new opportunities.

What is BUSINESS BANKING TPS SERVICE 

300

Industry Intelligence that cuts research time and brings clarity to business advice and lending. Use credible, industry-specific data today to reduce risk and build trust with every client conversation!

What is Vertical IQ

300

This specializes in financing that is secured by commercial transportation equipment, through loans or leases.

 ✓ Trucks: Heavy, medium, vocational, cement trucks 

✓ Trailers: Van, flat bed, dump 

✓ Buses: Type A, B and commercial 

✓ Waste & Recycling: Refuse, pumper, sorting, collection equipment

What is Transportation Finance

FSC referral sent "Transportation Finance "

300

Financial service that helps businesses manage cash flow by automatically transferring funds from a linked account or line of credit to cover transactions that exceed the available balance in their checking account 

What is Business overdraft protection 

300

What does a customer need to open/apply business services 

What is Documentation required for new small business accounts guide sheet (D&P/Lexie) 

300

a standardized system businesses and governments use to classify and measure economic activity across North America. It organizes industries to make data collection, analysis, and reporting more efficient.

What is BUSINESS NAICS CODES 

400

Who is your assigned BRM 

Who is Poonam 

400

What is Zero Barriers to Business 

What is BMO Business Banking is at the forefront of supporting our customers with inclusive banking products, services and resources, meeting their unique needs and addressing their diverse expectations

BMO for Asian-Owned Businesses 

BMO for Native-Owned Businesses 

BMO for Black-Owned Businesses 

BMO LGBTQ+Owned Businesses 

BMO for Veteran-Owned Businesses  

400

Designed to help businesses manage their day‑to‑day financial activity separately from personal finances

What is business checking accounts designed for every type of business 

BMO Digital Business Checking 

BMO Simple Business Checking 

BMO Premium Business Checking 

BMO Elite Business Checking

400

Send money to your eligible suppliers with ease. Plus, receive money in minutes and straight to your account when enrolled. No driving to the bank or waiting for checks to clear.

What is Zelle for Business 

400

financial services programs designed for businesses and organizations that are interested in supplementing their employee/member benefits at no additional cost. Both programs offer identical benefits, but to different groups.

What is BAW

500

Who is your assigned PayChex Partner 

What is Paychex

Who is Shane Murphy

What is managing payroll and HR can be costly and time-consuming, especially in the current environment. To help businesses minimize costs and simplify operations, an industry leader with a proven record.

500

Loans and grants provided by the Small Business Administration to support the growth and development of small businesses. These funds are designed to help businesses start, grow, or recover from disasters

What is SBA lending 

START-UPs/ Under 2 years (lending)

500

designed to help your business grow! We offer a variety of accounts based on your business goals and needs. Earn interest while keeping easy access to your funds

What is business savings/money market/CD 

Business Savings Builder

Business Platinum Money Market

Certificates of Deposit (CDs) (BRM referred) 

500

Internet-based banking platform that allows businesses to manage their financial accounts, payments, cash flow, and daily operations electronically through a secure website or mobile app. 

What is BMO Digital Banking (BDB) 

500

Who to contact with business needs

What is Buisness Key Internal Contacts 

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