OFFERS
This offer had moved completely from Interact to CMC allowing us to text or email clients details of the offer.
What is Credit Card offers?
Call SOACC when the two opening associates are inside the building but this is missing.
What is the all clear signal?
Contact Customer Foreign Exchange (FX) Sales for instructions if a client does not pick up the currency within this many days of arrival.
What is 5?
This process for cash advances is moving from Clover devices into ACT.
What is ID capture?
As of 12/16/2025 Bank of America no longer offers this auto loan service.
What is a refinance?
After the required Offer Terms are delivered to a client (text or email preferred), do this to ensure enrollment & execution of the offer.
What is disposition the offer as “Accepted to Fulfill”?
Add this to the DAS shopping cart for prospect client prior to account opening for proper mobile enrollment which directly impacts our digital success metrics and plays a key role in delivering an excellent client experience.
What is Discover Helpful Feathers/Helpful Business Features?
Do this during opening procedure when you are the second person and the 1st person has been in the building longer than expected.
What is the police then activate Security FOB?
Clients can still deposit them however, we will no longer be able to cash them.
What is Saving Bonds?
This is used for inspecting checks for red flags such as missing information, signs of alteration or discoloration?
What it the Z method?
The tiered DDA bonus is available to existing Non‑DDA clients as well as prospective clients giving up to this cash bonus after setting up and receiving qualifying direct deposit.
What is $500?
Utilize this reporting to assist with following up client that has not fulfilled a saved item.
What is the DAS Associate Pipeline Report?
Place this is your sole control cash drawer unless you are schedule off for vacation in, which cause place in a dual control vault after verified by 2 associates.
What is Foreign Currency?
This devices will display new scam-prevention messages during high-risk transactions?
What is QST?
Relationship engagement is giving when these two metrics are met.
What is Authenticated platform client- face to face or outbound call- and Platform clients that have a new CMC Track Inbound Interaction or Summary Note.
This 3-tiered targeted savings cash bonus offer for select, targeted clients who are highly likely to have balances at competitor financial institutions gives a cash incentive up to this amount.
What is $1000
RBs with less than 10 client meeting 4wk average are considered "CSR". RBs with greater than 15 are considered this.
What is Platform?
After a client in enrolled in Mobile Banking, they have this many days to complete the second login for bankers to receive Mobile Enrollment credits.
What is 60 Days?
This can now be done in Mobile Banking, replacing the manual process, reduces client effort and eliminate multiple handoffs.
What is enroll in direct deposit?
Beginning Yesterday February 23, this has change from $10,000 to $15,000, giving relationship bankers greater autonomy over transactions, improves operational efficiency and reduces supervisor overrides.
What is Standard Authority Limit?
New eligible Business Advantage Banking account owners earns this much when they make a New Money Deposits of $10,000 or more within 30 days and maintain a daily balance of $10,000 or more during the Maintenance Period.
What is $500?
Bonus Question- What is the maintenance period?
As pennies phase out, we are now giving clients as much pennies as they want (subject to availability) to prepare for when ACT automatically start doing this.
What is round cash-out transactions to the nearest nickel?
BofA is aiming for this annual growth in card.
What is 5 Days?
This loyalty program previously, called Preferred Rewards, will launch in May and rewards members for their relationship with the company.
What is BofA rewards
The standard transaction fee on all new consumer credit cards is increasing 4% to 5% for these services.
What is