Docs Needed
Docs have already been imaged on another account, do I need them again?
Nope! You can fill out the legal document locator sheet and send it in with your signature cards!
Free with Huntington perks account
Huntington Unlimited Business Checking
800-480-2001-Business Online
Customer would like help with taxes and setting up direct deposit for employees. Who do we call?
Andrew Myers: 440-384-9492
What percentage do business owners receive on their category of choice?
4%
Recently added item being requested after April 15
YTD/Interim balance sheet & income statement
Offers 2 bonus features
Huntington Unlimited Plus
My positive pay isn't updating who can help me?
TM Customer Service-800-276-0292
Customer would like to invoice their customers electronically, but does not take in person payments. What do you recommend?
CALL BRIAN. We don't make the recommendation, he is the expert and will decide if MS or payments connect is the best option!
A 5 year business owner wants to buy a new piece of equipment, what program should we look at?
BEST
Do an owners spouse have to sign the PFS too?
Not anymore! As long as it's filled out, only the owner needs to sign.
Ability to accept credit cards in person, can add inventory management, clock in/out features, orders, and reporting
Clover
My card reader isn't working. Should I call Brian?
Nope! We have a customer service line for you: 800-984-3383
I have a deal that could potentially be over $500K, who do I call?
Your BLS: Jana or Ken! Use Ken's live bookings link to schedule time or connect with Jana!
What is the minimum SBSS score for a line of credit?
210
What additional items does a start-up need beyond taxes and PFS?
Business plan, 3 years projections, total project cost details, summary or resume of experience, officer memo (electronic now!)
Virtual only way to accept payments via ACH and credit card
Payments Connect
I'm not quite app ready, I have questions. Can anyone help?
Business Solutions RM Team <BusinessSolutionsRMTeam@huntington.com>
Customer has active fraud on his business account and Katie's calendar is full. Now what?
Reach out to Katie! She has time slots she can adjust or will refer you to another colleague for more immediate help.
Contractors, Restaurants & bars, trucking, longterm nursing care, car washes, gas stations, recreation/casinos
Two items needed to open an LLC
SOS filing certificate, SS4 from irs
Protect my account from checks/debits that I did not pre authorize
Positive Pay
My customer has a question about his BEST loan, can anyone help?
BEST-866-651-7424 or bestservice@huntington.com
Business owner is looking to sell and retire. How can we help?
Set a joint appointment with you preferred banker/licensed banker to explore avenues to help them transition and create a succession plan.
As a companion line through SBA yes, on it's own, no.