Business 101
Three pre-call planning resources
What are Manta, Secretary of State, First Research, Google, Sales Force, Company Website
The Arlenia Title Company saved 312 hours or 5.2 weeks of time worth $12,480 annually by NOT double entering wire transactions by using this product.
What is Automated Wire Import
Local hair salon has only accepted cash and checks for the last 20 years and is looking to expand its client base, we can help the client do this by recommending this service.
What is Merchant Services
The first thing to do after an appointment
What is set the appointment
Enter all completed BAW Events in this section on Sales Force
Log a Call
What are COI's, manufacturing, medical, dental, veterinarian, attorneys
Mary Dursteg’s Dentistry practice monopolizes her husband’s time. So now Joe can spend his free time playing golf instead of packaging and delivering deposits and rushing to the bank before it closes because of this.
What is Webster Deposit Link
Joe Smith is a sole proprietor and is looking to keep track of his federal tax payments by referring this service.
What is Payroll Services.
This is the type of lead used for Bank at Work
What is a Consumer Lead
The department you email to register the business for BAW Program
What is the IT/Service Desk
The first step when a business comes in and inquires about new financing for equipment.
What is refer to Megan Johnson
The Brawny Fitness Center reduced clerical work and saved time by eliminating/reducing check handling and distribution costs by using this service.
What is ACH Origination
Business owner has $900,000 sitting in a low yielding money market and doesn't need these funds for day to day operations. We can help them earn more by referring them to what partner.
Who is our WIS representative.
This is how a business banker to receive credit for their referral
What is place them in the primary referred slot
Who you should call to discuss the bank at work opportunity when there is an account manager assigned.
Who is the Relationship Manager
He partners with business banking for specialty relationships like non-profits and medical professionals.
Who is Pedro Xavier.
The “Heavy Hitter” writes 5,000 checks per month to reimburse his clients for their personal injury claims but is concerned with fraud. We helped ease his concerns by using this product.
What is Positive Pay
A local company is interested in switching their 401k plan administrator who is our branch partner.
Who is Bert Entwistle
A Mom & Pop business needs a new remote deposit machine, who would we send it to?
Who is C3?
Who are the partners that you should invite to an onsite event
Mortgage, WIS and 401K
This is a type a loan is the best fit for a business who needs financing and has been in business for less than 2 years.
What is an SBA Loan.
Clembritt Property Management streamlined their accounts receivable, accelerated collections, improved deposit availability by 2 days, and saved $50,000 annually by NOT hiring a new clerk and using this instead.
What is Lockbox
Your contact at the City of Cranston is not happy with their bank partner who do you refer it to.
Who is Government Banking
You’re looking for all the business customers in your branch where do you go?
What is the Providence Business Dashboard.
How to properly code a new Bank at Work WebsterOne checking account
1- Service Charge Waive, “Bank at Work”, “Permanently”
2- Bank at Work Search, find business name
3- Account Manager, add BAW RM, if applicable