Grow your Business
Peace of mind
Don’t leave home without it
Protect your ASSets
Show me the money
100
It’s the one product provides for both a Deposit/TM referral and a Loan referral.
What is P-Card?
100
Partner refer that everyone will benefit from
What is business property insurance?
100
50% of businesses accept this
What is credit and debit cards?
100
“This will cause the Banker lose a sales credit”
What is CIP error?
100
Number of employee's a client needs to have to process paryoll with WF
What is one
200
annual revenue size that BBG targets?
What is 2 - $20mm?
200
Time frame for a bond to close
What is 3-5 business days
200
Visa, MasterCard, Discover, American Express
What is WFMS “full service in-house processor”
200
List the two areas in which inconsistencies are most often found
What is address and telephone numbers
200
The potential profit proxy per closed referral?
What is $1019
300
Either of these products allows companies to finance a commercial real estate purchase with only 10% down.
What is a SBA 7a or 504 Loan?
300
Introducing your client to a customer On the phone while in the branch
What is the best way to ensure your client gets quoted?
300
Maximum earning potential in WFMS sales credit can a banker receive in: STS Proxy, Partner, and Solution per customer (EIN)
What is $1598 STS Proxy, 4 Partners, 4 Solutions
300
Five components of accepting deposits
What is Quality of the check, Age of account, Same maker/payee, Average balance and Recent transactions
300
Number of partner referrals can be booked from one payroll deal
What is 3 Payroll Referral, Workmans Comp, Time & Attendence
400
This TM product streamlines customers banking transactions.
What is online wires, desktop deposit and cash vault?
400
What is the one of the best Book Of Business leads for Business Insurance?
What is the best BOB leads for BI?
400
WFMS Switch & Save customer offer - to qualify for the offer, the merchant must process at least $$ amount in annual, credit card transactions?
What is $100,000 in annual card volume?
400
According to new LAOC requirement, Wire Transfer $250 and over, checks payable to Gold or Coin and when wire request recived when the customer is not present may only be approved by one of these individuals (must name 2)
What is a Market Support Consultant, Regional Services Manager, District Manager, Market President or Regional President
400
Name 5 WF Payroll Competitors
What is Paychex, ADP, Intuit, Compupay, Sure Payroll
500
Which of the 5c's of credit cannot be mitigated
What is Character?
500
The 2 MOST popular Business Insurance sold through WFII
What is Property and Liability?
500
These cutomers cannot be solicited for WFMS processing
Who is Wachovia/Elavon Relationships?
500
A business entity may appoint another party(an agent) to act on behalf of the principal. The authority of the agent is granted through a written agreement between the principal and the agent. list 4 business entity types
What is Corporation, Limited-liability company, Partnership and Sole proprietor
500
The two other products BPS in a payroll solution
What is HR and WC
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