Business Banking
What qualifies the customer for Business Banking?
Revenue of 1MM-5MM
Can someone keep "saving" beyond the maximum allowed in an HSA?
Yes! No cost Investment account gets opened through FFA and customer gains full access to it.
How many years has Brian been with Fulton Bank total?
10
What is the promotion amount you can earn from Fulton Bank after opening a TAB account?
$200
Regarding Annual revenue- is it Total revenue or individual business revenue?
Total revenue between all businesses owned by an owner’s relationship with Fulton bank.
What is the maximum someone can have in their HSA account?
$2,500
Where was Denise prior to Fulton?
Republic
What is the maximum amount that can be deducted from Mortgage settlement closing cost if you are part of Workplace Banking?
$1,000
Provide a benefit for working with your BBRM?
Referrals for sales and attitude, widgets, accounts, personal products such as heloc, account, credit cards.
Are HSA's Pre Taxed?
Yes
What is your CSM's name?
Lindsay Saling (Hopefully no one got this wrong!!!) :)
What is the minimum age to open a Team Advantage Bank account?
18
What is cross selling?
offering a customer business credit card, TM services, loans, merchant, etc Strive for Five!
What is the type of health insurance that is needed to qualify for a Health Savings Account?
HDHP (High Deductible Health Plan)
Do lemons float on water?
Yes! But Limes sink!
What is the number of non Fulton Bank no fee ATM transactions per statement cycle if you have a Team Advantage Bank Account?
5 per month
How do you create a referral to you BBRM?
You send an email to your BBRM and they will put in the opportunity
What is the contribution limit for a family in 2026?
$8,750
True or False- No number before 1000 contains the letter "A"
True
What can you provide for free for continued Financial Wellness for employees/ members of the organization?
Bonzai Website