TM Products
ABC’s of Selling
Corporate Card
Brand
eTreasury+ & Deposits
100

It is an additional layer of fraud prevention that compares payee names. You cannot have this service without having the standard version.

What is Payee Positive Pay?

100

Increasing your power by reducing it is considered what?

What is Attunement?

100

A Commercial Card allows a cardholder to make purchases up to this amount

What is a credit limit?

100

People’s United Bank is a subsidiary of

What is People’s United Financial Inc.?

100

A sales partner where customers that have smaller TM needs can get great care.

Who is TM Inside Sales?

200

This service is used to efficiently manage funding decisions relating to “in clearing” checks.

What is Controlled Disbursement?

200

Staying afloat in the ocean of rejection is called?

What is Buoyance?

200

Transaction fees that the merchant’s bank must pay for card transactions

What is Interchange?

200

Since inception more that $30 Million has been awarded in grants across our footprint from this entity

What is People’s United Community Foundation?

200

This field found in a Treasury Management Opportunity is used by TMSO’s to track new deposits


What is “Shadow Deposit”?

300

This TM product allows our customer to collect payments online or by Telephone via ACH or Credit Card.

What is Digital Payment Services (DPS)?

300

Personality type that knows when to speak up and when to listen?

What is an Ambivert?

300

Clue: Maximizes cash flows up to 55 days

What is float?

300

Name three of the four People’s United core values

What is...

- Local

- Expertise

- Solutions

- Relationships

300

In salesforce, you are required to enter Annual Revenue for all card opportunities.  What is the calculation used to determine the revenue



What is Spend X (.0234 – rebates)?

400

This type of Cash Vault Services ‘agreement’ is the responsibility of the customer.

What is a 'Transportation Agreement'?

400

Name one thing that CLARITY does in the sales process?

What is...

- Good at uncovering questions

- Framing

- Providing an Off Ramp 

400

This service enables authorized users to create and manage additional layers of customization and controls at an employee, account or vendor payment level

What is SmartData?

400

According to our Pitchbook, In 2017 we did this many financial literacy workshops

What is over 800?

400

This online research tool can be used to prepare for sales calls



What is Vertical IQ?

500

Through eTreasury+, Information Reporting can be exported to QuickBooks, CSV and PDF. This type of export format can be delivered via FTP on a daily basis providing previous day activity.

What is the BAI format?

500

The right balance of positive to negative is?

What is 3:1?

500

A unique buyer-generated account number used to pay for goods and services

What is virtual account number?

500

According to our Pitchbook, in 2017 Greenwich Associates awarded People’s United Bank this award

What is “Ease of Doing Business Middle Market Banking”?

500

This software allows us to manage and automate proposals and organize content


What is Qvidian?