SBWR
Cash Management
Key Merchant Services
Key @ Work
SB Lending
100

Preview, Why Key?, Welcome, Your Business, Your Operations, Our Expertise, Our Solutions, Next Steps, Notes

What are the types of categories in the SBWR?

100

Gives clients the ability to send or pull in funds electronically.

What is ACH?

100

The company that we partner with to provide merchant services to our Business Clients.

What is Clover?

100

This is a direct link to use K@W benefits.

What is a URL?

100

This credit card earns up to 2% cash back when you have a KeyBank business checking account and also process transactions with Key Merchant Services.

What is the KeyBank Business Cash Rewards Credit Card?

200

The goal of the "         " is to understand how money flows through the business so we can implement solutions for business owners that speed up receivables, slow down payables, and manage liquidity.

What is "Key Conversation"?

200

RSQ and a Depository Certificate.

What is needed when a CM begins to move forward?

200

This industry needs flexible payment options/devices and floor and table management.

What is Restaurant?

200

Improves employee engagement and performance through helping to reduce financial stress, leading to better production and results for your business.

What is a benefit to the employer?

200

This credit product (formerly known as a 1/5 Line of Credit) is a revolving, variable interest only line of credit, which allows for a flexible, interest only revolving draw period.

What is the Flex Line of Credit?

300

The movement of money in and out of a business.

What is Cash Flow?

300

A service requiring the purchase or lease of a check scanner.

What is Key Capture?

300

Here you can find sell sheets, demos, and battle cards.

What is Client-Facing Materials?

300

Home buying, home refinance, id theft, spending & saving wisely, saving & investing, debt management and HSA employee presentation

What are the financial wellness presentations?

300

This credit product is a form of long-term financing designed to fund commercial vehicle purchases, equipment purchase, capital improvements, business expansion, acquisitions & equity payouts.

What is a Term Loan?

400

Decisions a business makes about what to do with their readily available (liquid) funds.

What is Liquidity Management?

400

A fraud protection service where the client provides Key with information on checks they’ve issued (manually or by file transfer).

What is positive Pay?

400

A set of requirements intended to ensure that all companies that process, store, or transmit credit card information maintain a secure environment.

What is PCI-Compliant?
400

As KeyBank expands the use of laptops outside of our branches at the employer locations.

What is an onsite account opening?

400

This Line of Credit product is a demand line of credit with no fixed maturity date, typically used to finance working capital needs.

What is a Responsive Line of Credit?

500

Getting out in your local community to prospect new businesses.

What is "feet on the street"?

500

A service Provides a dummy account number and routing number for purposes of ACH transactions.

What is UPIC?

500

A merchant service that integrates payments and scheduling for healthcare businesses.

What is Rectangle Health?

500

A KeyBank product that covers your out-of-pocket medical costs.

What is a Health Savings Account?

500

This business loan is a product specifically designed for the purchase, refinance, or improvements of an owner-occupied commercial property.

What is a Commercial Real Estate Loan?

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