CMC and client process
Where can you find the customer meeting agendas
CMT, email on customer profile
BOFA merchant ranking via JD power was this place
#1
The TSV for a TERM Loans and LOC are
TL 20 per $1000
LOC 7 per $1000 (35% utilization)
Who is your CDFI ambassador? what's the role about?
Amarilis
connecting our teammates and customers with the non profit organizations to provide alternative funding options
$200 on 1st mortgage purchase
$100 for refinance or HELOC
How many customers can you have open on BA CMC MIC Console
5
The merchant offers expires on this date
December 31
Name some franchises we work
Napa UPS Carquest Kiddie academy
Midas Service master Servpro
Budget Blind
The Beta Testing Program started on 8/23 involves this industry
Restaurant solutions
How can you get in contact with our departments
Solution Center - contact list
One Call
Mention two of the engagement strategies
Call blocks, emails, MIT, dropping Visits, prospecting
TSV for merchant services is
700 or 50
Types of SBA loans in BOA are
SBA express
SBA 7A
SBA 504
Auto loans reduction promo expires on
9/11/2023
Mention two (2) SBB partners
Practice, Franchise, Home loans, Merrill FA, FSA, SBA, BSA, FCM
Where do you find the notes on CMC
Related tab
Ways to improve client's experience with credit cards
a. follow up for card received and activation
b. Use ODIN report to Follow up
What industry are we allow to do 100% financing
Practice Solutions
$500,000 a month
Which resources can you use to get customer's information and industry related info (name at least two)
Vertical IQ, UCC filings, Google, LinkedIn, company Website
What are the Three stages of the Client management process
Plan, engage, sustain
what is the bonus offer for the Unlimited Cash Rewards and Travel Rewards
$500 and 50,000 points
if you have $ 200,000 SBA express what is the TSV
4,000
Kyle
Where can you pull your Health care professional list ?
CMC and Score