Common Features
A customer is looking for easy access to transaction history in real time. What common feature will be helpful for them?
What is Online Banking?
The minimum balance in the Business Checking.
What is no minimum?
The minimum balance in the Business Value Checking.
What is $15,000?
These services come free with Business Savings and Money Market accounts.
What are e-Statements and online banking?
Jack decided to start a small organization to raise money for animals in his community, but he needs a checking account to deposit the money he raises. He has about $1000 to get started. This type of account would be perfect.
What is a Non-Profit Checking?
The opening deposit amount for all of our business checking accounts.
What is $100?
The monthly maintenance fee in Business Checking.
What is no monthly maintenance fee?
The monthly maintenance fee in Business Value Checking.
What is $25
Minimum balance in a Serious Money Market.
What is $10,000?
This would be the best indicator that an Analysis Checking is the best fit for a customer.
What are current analysis statements?
"Our office manager sends out our payments for utilities and rent, is there a service she can use to take care of those easily?"
What is Bill Payment?
These come free with a Business Checking account.
What is the first order of Valuepack checks?
The number of transactions allowed for free on a Business Value Checking.
What is 150?
Minimum opening deposit in a Business Savings.
What is $100?
IOLTA is an acronym that stands for this.
What is Interest on Lawyer's Trust Account?
You're opening an account for a dental office that takes in a lot of payments via check. This service will help them make those deposits easily.
What is Remote Deposit Capture?
This type of balance would be a reason to recommend a Business Checking.
What are lower balances?
Free services that come with a Business Value Checking.
What are ACH Payroll services and RDC?
Longest term available for a Business Certificate of Deposit.
What is 5 years?
Interest from IOLTAs at Commencement is sent to this agency.
What is the Legal Foundation of Washington?
"I hate waiting for my statements to come to the office PO box, is there a quicker option?"
What are e-statements?
A business that doesn't use these services would be a good candidate for Business Checking.
What are ACH, payroll, and/or RDC.
Two indicators that Business Value Checking would be a good fit.
What are:
ACH
Payroll services
RDC
Higher Balances
Type of interest offered on Money Market Accounts.
What is tiered?
This is special pricing that can be requested by a manager for a customer.
What is Exception Pricing?