Marketing Requests
If you would like to do an EPO with an approved business, you need to fill this out 3-4 weeks before your event
What is a Marketing Request?
Simplicity, Preferred, Signature checking
What is a new consumer checking account
In order for the customer to get paid out they must complete what tasks
What are: Open a new account, use their debit card once, have direct deposit
How do Business get preapproved prior to extending this offer.
What is the New Business Request template?
In order for Marketing to customize your flyer they will need to know this about your customer/ client.
What is Type of Business?
If this person opening an account has no current relationship with the bank
What is a New Core Customer
Once my customer completes their 3 qualifying tasks they will get paid out this much cash
What is $150.00
Utilizes WTB payroll processing
What is ACH Net Pay
Before sending my Marketing Request I must have this persons approval
Who is my manager?
Special coding on system with employer's name
What is an EMPLOYEE PKG OFFER Code in Argo
My customer completed all of their qualifying tasks this month they will get paid at this time
When is End of Statement Cycle?
Checking relationship from the Business
What is their primary operating account?
To ensure that Marketing has all of the necessary information the Marketing Request must be
What is completed fully?
Employer Name must be filled in here
What is the Demographics Tab
In order to qualify the customer must be a
What is a New Customer or exception approved by management
Utilize Business clients from these departments for this offer
Who are Commercial, Private Banking, SBB and Branch managed?