This class was created by Brainscape user Ryan Welsh. Visit their profile to learn more about the creator.

Decks in this class (24)

Senior Banker
Budget and saving questions to as...,
Save for retirement questions to ...,
Travel questions to better unders...
22  cards
International Wires
International wires,
Why do consumers send wires,
Why do small businesses send wires
11  cards
Credit
Credit,
Credit worthiness depends on,
Consumer clients
37  cards
Bolt
Bolt,
Benefits,
Handling a poa
3  cards
Medallion Signature And Notary
Medallion signature guarantee,
Notary
2  cards
Safe Deposit Box
Requirements,
How do you enroll client
2  cards
Business Account Titling
Sole proprietor,
Limited liability company llc,
Corporation professional
18  cards
Preferred Rewards - Business
Are clients enrolled automatically,
Preferred rewards program eligibi...,
Preferred rewards program eligibi...
5  cards
Merchant Services
Why merchant services with bofa
1  cards
Business Credit Cards
What are some reasons clients wan...,
Business advantage unlimited cash...,
Business advantage unlimited cash...
16  cards
Business Debit and Deposit Cards
Business debit card positioning,
Business debit card capabilities,
Business debit card features
12  cards
Business Advantage Banking and Savings
Business advantage fundamentals b...,
Business advantage fundamentals b...,
Business advantage fundamentals b...
23  cards
Certification
Position your role,
Following position my role,
While client has life plan pulled up
5  cards
Buying A Home
Why do people buy a home,
Down payment grant,
America s home grant
12  cards
Individual Retirement Account
What is an ira,
How is ira set up,
Eligibility to contribute to a tr...
34  cards
Digital Banking Solutions
Clients can schedule an appointme...,
Clients can only use zelle to sen...,
What is the benefit of zelle to b...
8  cards
Auto Loans
Always quote rates using,
Eligibility for auto loans,
Lease buyout
15  cards
Mortgage
Conforming home loan,
Non conforming loan,
Conventional loans
29  cards
Consumer Credit Cards
Bankamericard overview,
Bankamericard client identifiers,
Bankamericard benefits
31  cards
Preferred Rewards
Preferred rewards eligibility,
Preferred rewards tiers,
Gold rewards
17  cards
Savings Account
Bank of america advantage savings,
Certificated deposits,
The bank of america advantage sav...
9  cards
BofA Advantage Banking
Three account setting,
Benefits of advantage banking,
Advantage safebalance banking
46  cards
ADP
Adp overview,
Hr tools adp offers,
Hr helpdesk
14  cards
Merrill
Why partner with a fsa,
What can an fsa do for our clients
2  cards

More about
BofA

  • Class purpose General learning

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