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Orientation Essentials

Pricing | PowerCore.net

Pricing

I'm Lisa, Business Banker at SouthState Bank.

Prime Rate increased by a quarter percent making Prime Rate 8%; one year ago Prime was 3.25%. Every time Prime increases, SBA loan payments increase. Rates have increased 9 times in a year, a potential problem for businesses.

I give my business clients two options for their financing.

Chris financed his dream of starting a marketing consulting business with the Small Business Administration 5 years ago and this year, his interest rate has increased from 4.25% to 9% taking his payment from $3,096 to $4,499 on his $500,000 loan. I offered him an option removing the variable Wall Street Journal Prime Rate to a fixed rate option. In return, now Chris can focus on expansion and not quarterly payment changes.

A marketing consultant who just hired their 3rd employee wants to talk to me.

His goal is to create a thriving business that can be passed to the next generation.

Next time you're talking to a business owner, ask them how's business going?



The bat has been passed to a new roster of MembershipCoOrdinators.&nbsp;
Swing for referrals!

Roswell 400

Decatur

Marietta Square

North Fulton

North Gwinnett

North Point

Peachtree

Peachtree City

Downtown Woodstock

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Newnan

South Gwinnett

Tuesday MembershipCoOrdinator Training

In banking, client tools are the systems. At SouthState we have highly competitive online systems that provide clients with a secure platform to access their accounts and transact business. Our systems partner with accounting software, allow owners to grant access to non-signers, and provides access to services that clients need to do business. These services include ACH, wire transfer, fraud protection, and customizable features our clients need.&nbsp;
We provide our clients hands on training of the systems but also provide a reference guide in the event they may need it.&nbsp;
Prior to plating, we take their order. We review the prior bank statements to determine what services are already in place at their financial institution and discuss this with the client. Once we confirm the order of services, we plate it by having them sign documents, giving them access, training them on the system (if necessary), and then walking them through their learning curve. Not every client has a customizable platform need but as they grow, they may; and as their banker, I am here to help plate their order when they need me.&nbsp;

What tools do you give your clients?&nbsp;
<ul>
<li>Are they specific to one activity?</li>
</ul>
&nbsp;
<ul>
<li>Are downloadable copies available for them to share?</li>
</ul>
&nbsp;
<ul>
<li>Do you plate them in a specific format?</li>
</ul>
&nbsp;

The Workshop and The Extras | Tools | PowerCore.net

The Workshop and The Extras | Tools

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

Banker

Real Estate Attorney

Chiropractor

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Lisa Chaney

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