It's that Simple
This product can help business clients manage their finances more efficiently.
What is a checking/savings or debit card
Asking this question will help you narrow down a NAICs code
What is type of industry?
This is a good way to start your conversation with any business client.
What is a Value Statement?
This is who handles a credit card application in the branch.
Who is the small business specialist
This is the benefit to the client when setting them up for the correct service at the time of account opening.
What is a happy client?
This solution can make it easy and convenient to bank on the go.
What is CBOL or Mobile App
Asking about ownership structure and percentages will help avoid this
What is a KYC error?
This is an open ended question to get the client to start talking about their business.
What is, tell me about your business.
This is who handles a credit request for under 250K and under 1MM in revenues
Who is the BDC
This is the credit you get in PVC's for setting up Quick Deposit
What is 5?
This solution can make it more convenient to pay for expenses and earn rewards.
What is an INK card
Doing this when you have a client who is unhappy or has a bad experience will help elevate their concern.
What is Branch Diary?
These are two good open ended questions to determine a good place to start with a checking account recommendation
What are,
Tell me about your typical monthly account activity and what balances you typically keep.
This is who handles credit requests for clients > 1MM in sales or credit request > 250K
What is, Refer to BRM
Here's the number of PVC's you get for getting two business credit cards approved each month.
What is 150?
This solution helps clients get paid faster and accept credit cards
What is Chase Payment Solutions
Calling this group will help you, help your clients get their problems resolved. Bonus if you know the number)
What is banker support? 866-373-3991
This is a good two part open ended question to determine cash flow
What is, Tell me how you handle excess cash and how do you accept payments?
This is who handles requests for Bill Pay, setting up online wire access, setting up Quick Deposit, account alerts and Access and Security Manager.
Who is the RB or PCB
This is a good practice to start your day and make sure you have multiple opportunities lined up.
What is a daily plan?
These solutions will help small business owners with managing their money and provide a quick and easy solution for payments
What are Simple Six Solutions
This is an important question to ask to determine if you should get an RM involved and/or ensure you have the right NAICs code
What is asking about revenue and mix of revenue
These three questions are good questions to ask when getting to know a business client.
What are; Tell me about the ownership structure and percentages. Tell me where you currently bank and what you like or don't like about that relationship. Tell me who the signers are. How much do you do in annual sales?
These are just three of the multiple digital demos you can use to help you help a client.
What is, Setting up ACH Debit Block, Online Access, Payments, etc...
If you set up two Zelle payments and two Quick Deposit scanners monthly, in addition to a happy client, you would get this much in PVC's.
What is 80