Top suggestions for reformat [While assisting a business client with a wire transfer, he mentioned his frequent work travel across the U.S. The Amex Platinum card is how he managed his travel expenses, but recognizing an opportunity to add value, I introduced our Altitude Connect card. Sharing how Connect not only matches the benefits he’s accustomed to but also offers elevated points on hotel stays, travel purchases and premium perks like Priority Pass access. By positioning Altitude Connect as a strong alternative to better support his business travel needs while maximizing his rewards potential, the client was genuinely interested. I seamlessly guided him through the next step by sending a Cardlink text, making the process quick and convenient. - Amirali Yaghini, Client Relationship Consultant, Rancho Santa Margarita Branch #5276.] |
Feedback