Business FW Credits
How many credits for Merchant Services?
150
At what revenue amount do you get the POD involved?
$1 Million
What is the monthly cost to send wires through KBBO?
$0 ($20 per wire)
When should we do a notetaker?
With every business opportunity
Who is our KMS Partner?
Brandon Juarez
How many credits for Business Rewards Checking?
35
At what revenue amount do you get Business Banking involved?
$3 Million
What product is similar to a business credit card?
Purchase Card
Where can you find the notetaker guide?
Business Banking Sharepoint
Branch Manager
VRM
Who is our Cash Management Partner?
Tristan Michaels
How many credits for a Business Credit Card?
15
Prospect is looking for a way to receive card payments. Who do you get involved?
Brandon Juarez
What is KeyCapture?
Gives clients the ability to use a check scanner at their desk.
Fill in the Blank.
To speed up _____ and to slow down _____.
Receivables, Payables
Who are two of our BBRMs?
Scott Souter
Cameron Alvey
Nick Zimmerman
Ozzie Dorantes
Gordon Osler
Lateisha Harper
How many credits for a Purchase Card?
75
A business is requesting a commercial loan for $500K. Who do you get involved?
Your VRM
What does IOE stand for?
Interest On Excess
Aside from Cashflow, what else does the notetaker address for the client?
Fraud and Liquidity Management
Who is the head of Business Banking for Utah?
Ryan Shaw
How many credits for Merchant Services, KBBO wires, and a $50K loan?
250
Prospect wants to apply for a $75K SBA loan. Who do you refer them to?
Branch Manager / Yourself
What service is referred to as the "Ghost Account"?
UPIC
What are two of the six sections of Key Conversations?
Understand the Business
Accounts Receivables
Accounts Payable
Liquidity Management
Monitoring Funds
Recommendations
Who is the new development consultant that helps branches connect Business and Private Client
Saul Aguirre