Credit Cards
Client is looking to establish or rebuild credit.
Secured Visa Credit Card
High balances in checking or savings. What would you recommend?
Money Market
CD
Wealth Management
This checking account is designed for clients 62 and over
What is the Emark Checking account
Customer looking to take out equity from their home
What is a Heloc
Accounts at other Financial Institutions
CHecking
Savings
Loans
Client likes getting cash back using credit cards.
What is the Visa Max Cash preferred
Received an inheritance
Wealth Management
This account requires a $15,000 minimum daily balance or $25,000 in combined balances
What is the Pinnacle Checking Account
Individuals seeking a line of credit for personal expenses
What is the Expressline
External Transfer
Checking
Savings
Investments
Client wants a low introductory rate
What is the Visa Zero Card
$10,000.00 is the set limit for this service in OLB
What is External transfers?
This checking account is designed for those who do not want overdraft fees or seeking a second chance at banking after past struggles
What is the Foundation Checking Account
Customer looking to buy a new or used vehicle
What is an auto loan
Business activity on a personal account
Business Checking
Business Loan
Client wants to earn points for to redeem for Gift Cards or cash back
What is the Visa Everyday Rewards Card
College Planning
Coverdell Education Savings (CESA)
Wealth Management- Long term education investing
Designed for first time savers
What is the Grow Savings account
Client saving for a down payment on a home
Mortgage Loan
Making a loan payment from another bank
Checking
Client is a college student and need to build credit
College Real Rewards Card
New Job
Direct Deposit
Savings with automatic transfers
Mortgage- Relocating for work
What product offers a tax-preferred savings used by parents and grandparents to save for the future expenses of their children or grandchildren
What is the Coverdale Education Savings Account (CESA)
I need to link my account to plaid so my income can be verified
Home Loan
Heloc
Large Deposits
Investments