Consumer Cards
This card earns no rewards
What is the Platinum card?
Business credit cards are capped at this amount
What is 17.99%?
Website used to submit the credit card applications
What is Client Resource Center (CRC)?
The name of our Call Center Investment Rep
Who is Cameron Anderson?
Minimum time frame for an investment opportunity
What is 3 years?
Member interest rates are capped at this amount
What is 17.99%?
This Business card offers no rewards
What is the Visa Business Card?
Two ways to capture affirmative consent
What is mobile and email?
The Repgen used to submit an EIS referral
What is CRM?
Minimum (approximate) dollar amount for an investment opportunity
What is $10,000?
Name all three consumer cards
What is Platinum, Everyday Rewards, and Max Cash?
These business cards offer no annual fee
What is the Business Card, the Business Real Rewards Card, and the Business Cash Preferred card?
When capturing mobile consent, this is typed into the text message
What is "APPLY"?
The Call Center Investment Reps phone extension?
What is 6550?
Investment services are not insured by this administration
What is National Credit Union Association (NCUA)?
This card can earn cash back on certain categories
What is the Max Cash Preferred card?
This card offers 3% or 1% cash back on eligible purchases
What is the Business Cash Preferred card?
This is always selected as the call type at the top of the application
What is Inbound?
The time frame for a member to hear back from an investment rep after a referral
What is 24-48 hours?
Cost to speak with our investment reps
What is $0.00?
This card earns points for every net dollar spent on certain categories
What is the Everyday Rewards card?
This card offers FREE employee cards
What is the Business Card?
If the application is approved, this must be clicked without disclosing it to the member
What is Accept Offer?
This question is asked to the member when an EIS referral opportunity is spotted
What is WHAT IS THE PLAN?
This is rewarded to the MSR for their first monthly EIS referral (if the Call Center meets the monthly goal)