Business Banking Onboarding
What is a value statement?
What is.. a brief statement that describes your priorities and goals for the interaction.
Name 2 benefits of RCD?
What is .. eligibility to convert to ach, save money, time savings, later deposit deadlines
What 2 zodiac signs share the month of June?
What is Gemini & Cancer
How much does the referred friend or family member receive if they completed all required qualifications when opening a personal checking account?
What is $50
How many Money Mentor workshops (in person) does M&T Bank currently offer?
8
When setting expectations for outreach to the customer on a new business account; what are the days we will be following up?
What is 14, 45, 75
What are two benefits of MS?
What is make more $, receive funds faster, more fraud protection, guaranteed payments
The longest day of the year; usually falls on June 21st or 22nd. What is this called?
What is Summer Solstice
How much does the referred friend or family member receive after meeting all the required qualifications if they open a M&T Business Account?
What is $150
What is the name of the program that M&T currently offers to help customers create and manage a budget?
What is Money Smart
When it comes to business onboarding; what qualifies the account as a "New Prospect"
What is - Opening a checking account with no previous business relationship. (New RPN)
Name at least 2 types of TM products?
What is -Positive Pay, ACH, RCD, Biz Pay
What month is National Ice Cream month?
What is July
What are the three different ways registration/referrals can be made?
What is Employee Portal, Online (mtb.com/referfriends) Referral Ambassador Hotline
What tool is located on MTB.COM to help customers make informed decisions about their savings goals?
What is Savings Calculator
What is the max value of products that count for business deepening?
What is 5
This business account waives their maintenance fee if the customer spends $2000 or more on a linked M&T Business CC?
What is M&T Tailored Checking T6
There are over 1200 different varieties of this popular summer fruit?
What is Watermelon
What are the qualifications the referred customer needs to meet in order to receive the reward for opening a M&T Business Account?
What is Complete at least 5 deposits of $500 within 90 days OR Complete at least 5 debit card transactions or payments that post to the new account within 90 days
What platform is the "Know your Banker" flyer located on?
What is MAC
What products are included in the deepening measurement for business?
What is... MMS/Sav, BBLN/LOC, CC, TM, & MS
This business account targets more established and expanding businesses and can receive up to 1000 transactions each month?
What is Biz Flex
Americans eat enough of this popular food on the 4th of July to stretch from LA to Washington DC 5 times!
What is Hot Dogs
How is the referral Reward Paid to each party (referrer & referred)
Visa Reward Card
What are the 5 categories of the FFP
What is Ways to Use the Bank, Emergency Fund, Credit Management, Protecting What's Important, Building Wealth & Retirement