Best Practices
Asking for the business
Rewards
100

What can be done when a client insists that they disagree with a turned down application?

Reconsideration by calling Back Office!

100

I've never had a Credit Card, doubt I will get approved.

Freedom Rise is designed especially for clients like you. Kevin how would you position this? 

Share show point in solutions explorer. $250 balance info is included there. Autopay- Credit Journey

(Right Fit checking account)

100

Which Chase Credit Card has a $250 sign up bonus once $500 is spent in the first three months?

Chase Freedom Unlimited

200

What can be done when an existing credit card client is approved for a new card, but is dissatisfied with the initial limit?

Transfer of available credit from existing card balance!


200

There exists a tool that offers a 96% approval rate?


What is it?

Goldbox. We owe it our clients to tie our offerings to their needs.

200

The tool we use to create awareness around rewards potential, and where do we find it?

Rewards calculator under each credit card entry, within solutions explorer.

300

Discover Needs gives us the information required to tie a ____to a______.

Need to a solution. Product knowledge and resource awareness are key here.

300

There are 5 areas that Goldbox offers appear in.

What are they?

Linq TE Client Central, Customer assist, quick review

300

Name the 4 business INK cards that we offer.

Ink Cash, Ink Unlimited, Ink Preferred, Ink Premier