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Charge It Up-Commercial Cards

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  • True or False: a. For business cards, the request to close a card or the entire account must be submitted through BPM.
    True
  • What screen in FDR provides the following information: Date & time of charge, Auth #, Description, & Amount?
    The CDA Screen
  • What are the billing options for a purchasing card?
    Monthly, Semi-Monthly, Bi-Weekly, & Weekly
  • What are the 2 billing types offered with commercial credit cards?
    Consolidated & Individual
  • How do you navigate to the PID Screen?
    Go to the CIS Screen (CIS space Card #) then Press F5
  • What does the bonus strategy BRWD111 mean?
    Free Rewards
  • In solution builder where can you find whether a cardholder is Primary or Secondary for redeeming rewards?
    Company Rewards (Show All Fields)
  • True or False: We can submit an EZ form 1290 for a credit card that is charged off for a branch rep.
    False
  • True or False: Under Consolidated Billing, payments are made to the Control Number.
    True
  • What system do you use to change the billing type for a business credit card customer?
    BPM
  • What option in BPM would you use to add a business credit card for a new employee of the company?
    Add Authorized User
  • When changing the billing cycle on a business credit card when will the new due date be?
    The due date is about 25 days from that cycle date.
  • How many types of Commercial Credit Cards does FCB offer?
    5
  • Where do you go to change an address on a business credit card in BPM?
    Account & Demographic Changes then select Address Change
  • Who can activate or do maintenance on any card for the commercial account?
    A guarantor, person on the corporate resolution w/borrowing rights, contact person, and someone listed in a memory message
  • Name one form of maintenance a cardholder can perform on their card.
    Activate card, Set Travel strategy, Etc.
  • What system allows you to add a company contact for a Commercial Credit Card account?
    BPM/Pathway
  • Which card offers 3% Cash Back on utilities & wireless phone after the first 12 months?
    Cash Rewards Business Card
  • What screen in Solution Builder shows you the contact person(s) names?
    Company Inquiry
  • True or False: A cardholder can only perform maintenance on their credit card.
    True
  • What system would you use to remove a user from a business credit card account?
    BPM
  • Which 2 cards have unlimited earnings?
    Premium Rewards Business Card & Cash Rewards Business Card
  • Which Commercial Card menu option shows if there is a guarantor on the account?
    Company Credit Bureau
  • What are the different types of business credit cards?
    Premium Rewards Business Card, Rewards Business Card, Cash Rewards Business Card, Business (No Rewards) Card, & Purchasing Card
  • A large city with 200 employees is looking for a business credit card, the spend over $150k each month. What would be the best card option?
    A Purchasing Card
  • When does the individual billing spending limit reset?
    After the payment post to the account
  • What information is required when filling out the payment issue request, Payment Never Posted?
    Date of payment, Amount, How payment was made, Bank Name where payment came from, Check Number of payment, and Add Notes
  • True or False: Once the limit on the sub accounts card has been maxed, they can not use their card again for consolidated billing until the statement cycles.
    True
  • What maintenance can be performed on the PID Screen in FDR?
    Activating a Credit Card, Freezing a Credit Card, & Removing an 'A' Status
  • True or False: When completing card maintenance, you must perform OTP.
    False
  • What option in BPM allows you to change the Rewards option for a business credit card or add a redeemer?
    Business Credit Card Product Change
  • True or False: Business (No Rewards) Card is the only business credit card that can receive an annual statement.
    False