Deposit Products
You would offer this checking account to someone age 62 or older.
What is Simple Promise Checking
I recently opened a Sole Proprietorship, which account would work best for me?
What is Business Promise Checking.
Great for balance transfers from other higher rate credit cards
What is Visa Platinum Card
An individually owned account.
Individual Retirement Account
Retirement planning, college savings & minor investments.
What are features of Camden Financial Advisors
This account earns $.10 cash back up $30
What is Promise Rewards Checking
These accounts are accompanied by a dedicated relationship manager.
What are Business Solutions Checking and Commercial Checking.
Melissa Mank and Darren Jermacans
Who are our Elavon Reps.
Helps save money without access to it.
What is a CD.
Currently have $50,000 in liquid assets and want to meet with someone for retirement planning.
What is a qualified referral to CFC.
I would use this to save for Christmas.
What is Select Savings.
Four services that Treasury Management offers clients.
What are Remote deposit capture, ACH services, lockbox, Domestic & International Wires, International Payments, Online tax payment services, account reconciliation, online banking, sweep services, zero balance accounts.
Redeem points for merchandise, gift cards, cash back and travel rewards
What are Visa Bonus Rewards card and/or Visa Bonus Rewards Plus Card
Wants to begin planning for retirement without a lot of liquid assets.
What is an Individual Retirement Account.
Required to quote residential rates.
What is an NMLS number
I will lose all of this if a close my CD before the maturity date.
What is all interest earned.
Offers customer access to their cash flow, customizable reports, automated alerts, and notifications.
What is Treasury Link
Smart terminal issued by Elavon.
What is Poynt.
Provides saving opportunity with potential to earn higher interest than standard savings account.
What is a certificate of deposit or Individual Retirement Account.
Can provide money for unexpected expenses using the equity in your home.
What is HELOC or HELOAN
At my current bank I keep an average balance of $2650 a month. Which account would I benefit from at Camden National Bank?
What is Promise Premier
What is Treasury management solutions for municipal and government organizations.
Small business customer deposits a lot of checks and cash.
What is a referral opportunity for Elavon (Merchant Services)
Penalties and potential loss of interest earned.
What is closing CD or IRA prior to maturity date.
The amounts needed to be qualified referrals for CFC and Camden National Wealth Management.
What are $50,000 and $750,000.