Cross Sell Like a Pro
This account is ideal for couples combining finances after marriage.
What is a rewards account?
Brianna is selling handmade jewelry online. What type of account should she open?
What is a business account?
This liquid type account earns high interest.
What is a Premier Money Market?
This type of business is owned and operated by one individual.
What is a sole proprietorship?
The amount it costs for a business customer to send wires through their OLB.
What is 0?
A new grad might need this to begin building credit.
What is a CD Secured Loan?
Tom manages accounts for a nonprofit. What viewing tool could help his board of directors?
What is OLB?
This digital tool lets customers schedule and automate payments.
What is bill pay?
This business provides limited liability protection.
What is a Limited Liability Company?
What is Positive Pay?
A growing family saving for a home may benefit from this type of account.
What is a Premier Money Market?
Jessica is turning 4. What type of savings account would benefit her?
What is a Franklin & Sammy?
A business customer making frequent check deposits after hours should consider this Treasury Management product.
What is Remote Deposit Capture?
What is the business type that is common for large companies?
What is a corporation?
This is a product we provide that allows a business customer to have a branch on their desk.
What is RDC?
A small business owner accepting card payments may need this service.
What are merchant services?
A customer setting up an account for an estate is likely using what ownership structure?
What is an estate account?
This type of account helps minors save and learn about banking.
What is a Franklin & Sammy Account?
this organization is formed for charitable, religious, educational, or similar purposes.
What is a non-profit?
The viewing type that a bookkeeper might be provided on a business' OLB.
What is view only?
A recently retired customer managing recurring expenses might use this tool.
What is bill pay?
This relationship type allows someone to act legally on behalf of another.
What is a POA?
Business clients use this to pay vendors electronically on a schedule.
What is ACH?
This business is owned by two or more people.
What is a Partnership?
The option to receive alerts on your account.
What are text alerts?