| Goals & Expectations | Event Hosting Options | Not so exclusive offers | Partnering up |
|---|---|---|---|
|
What is 10
Add this number of business customers to the campaign by first business day of the month
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What is an onsite event
hosting at the business location with proper notice and Columbia Bank gifts
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What is a Yield Plus Checking
pays 0.25% on all balances $10k or greater with Direct deposit or bill pay
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Who is your Mortgage Rep
you can bring them to your event to help first time home buyers close on their first property
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Who is the bank @ Work branch point person
This person is responsible for tracking calls on the campaign
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What is hosting a virtual Webex or Zoom call with employees of a business
an alternative method to onsite events that allows you to see and speak to employees of a business
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What is Bank @ Work exclusive mortgage credit
Get this $200 credit towards your next closing
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Who is Your Wealth Management Rep or Financial Advisor
they can help your customers reach their financial goals and manage their assets
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What is the Bank @ Work Call Log Report
To show up on this report calls must be logged as a phone call with the subject line bank @ work
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What is Email blast to all employees of the business
an alternative method to hosting an event and sharing exclusive offers when Virtual or Onsite is not an option
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What is Forward Checking
Enjoy this no overdraft account with no minimum balance
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Who is your BDO
Use this person to help you close deals with your business clients
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