Well Yeah, BUT...
They already have merchant with us
Do they have Treasury Management needs we can address?
Wholesale
Qualified! B2B pricing
Outbound Appointment Setting
Have VPA calendar open before outbound calling
These are NOT Trigger Events
UPIC
Merchant Services
Cash Flow Insights
They don't want to talk to you
Why are we letting them dictate our policies?
Travel Agency
Unqualified - BUT lots of TM opportunity
Confirming the Appointment
Have you done the 24 hour confirmation call?
Client only speaks Spanish
Any VPA can take this call - the Language Line can interpret ANY language for our client meetings.
The client was in a hurry
Membership Clubs
High Risk - if monthly membership and longevity is greater than 1 year. Tier II Restricted if extended membership or if longevity is less than 1 year. Unqualified/Unacceptable if extended membership is greater than 1 year.
Day of Appointment
Communicate with VPA regarding client's arrival
Long-term merchant client needs additional equipment
Cross Sales team handles equipment sales for all merchants boarded 6 months or more
Its just a lending conversation
If they're spending money, how are they getting it?
Firearms
100% in person & no "ghost gun" assembles. If homebased, must have separate property with signage & parking
No Call - No Show
Notify VPA if status of appointment changes (reschedule, no show, cancellation)
Client needs password reset
Contact Treasury Management Client Care
Why don't they have every single thing we offer?
Smoke shops
Qualified, but very risky. 100% in person. No CBD, marijuana, flavored vapes, drug paraphernalia, etc
Client Arrival
Message Syd ASAP to plan ETA
These PNC team members offer Mobile Accept
What are Branch Managers?