Welcome Bonus
How many times can a CM gain a welcome bonus
once in a lifetime
A cm has accidently paid their partners account. What is the quickest way to get the money to the correct account
speak to both individuals on the same line to get authorization
what does MYCA stand for
Manage your card account
what is the minimum age for someone to be eligible for a sup card
18
When should we proactively suggest a supervisor for a CM?
never.
approximately how long does it take for the welcome bonus to appear on the account once earned
up to 10 weeks depending on the offer
*OMA has highest
none - sight verifiable
CM has called in to check if a transaction will go threw. What tool should we direct them to for self service
future usage
This offer is only available to new Business Platinum Card Members. For current or former Card Members, we may approve your application, but ____ _____ _____ be eligible for the welcome offer.
you will not
CM is still within the first year of card membership it has been 40 days since the annual fee was billed on a cm's card. They would like to cancel. They have no other card products with us and will not be applying for anything else. They also have not received the welcome bonus... how much of their annual fee are they entitled to back
none --- no other card products = no fee return
what is one way to increase the chances of reaching the welcome bonus on time
adding a supplementary card
a cm's balance is not in a credit state. they are requesting a CBR of $2000 because they accidently paid the wrong card company. What should we advise them?
no problem - support needed
it is tax time and the CM needs copies of their statements ASAP! What is the quickest method on both an open and closed account
Open: myca - request offline statements
Closed: fax or mail
CM discloses that he owns a fleet of Hydrovac trucks. What can we offer to add more value to his card and why?
sup cards - gas, eliminates petty cash, control, spending limits
what support is required to complete a business name change
letter of amalgamation or letter of incorporation showing the change from one name to another
CM has a Bplat but wants to refer their friend to a Cobalt card. How can they go about doing that to earn MGM points
they cannot refer outside of their card product family
when you have a misposted payment, when should you use credit balance transfer?
when transaction occurred more than 30 days ago
what alternative website can we offer a CM who is looking to redeem their points
how long will it take for a CM to start earning their MR points at the accelerated rate after an upgrade?
as soon as the application is approved
what does LAER stand for?
Listen, Acknowledge, Explore, Recommend
where in STAR can you view if a welcome bonus is being suppressed
Withheld Offers
CM is requesting a CBR for over $30k. The names on the bank accounts do not match the company name we have listed on their card. What support can they provide?
a letter from their bank
CM has mentioned their are having issues uploading their card information into quickbooks. what is our easiest solution?
remove amex login info from quickbooks. reset myca password and then sign back into quickbooks.
a cm says they do not trust their employees enough to give them a sup card. what are 3 solutions we have for the CM that come with a sup card
Spending limits, employee misuse protection, organized spend (transactions listed by CM)
how much would you have to spend each month to pay for the BPLAT in full using just your points?
$3,327 per month