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Daniel Chen
#098402Active Davis · Yolo County Member since 1993
Total deposits$63,0802 deposit accounts
Total loans$28,9001 loan
Products3across the relationship
Member since199333 years
Deposits
Checking · Savings · Money Market · Certificate
| Account | Opened | Balance |
|---|---|---|
| Checking | 1993 | $7,780 |
| Money Market | 2016 | $55,300 |
Loans & Credit
Auto · Personal · Mortgage · HELOC · Credit Card
| Product | Opened | Balance |
|---|---|---|
| HELOC | 2022 | $28,900 |
Opportunities
Deterministic rules over this member's own records — every signal shows its why.
Card cross-sell
Lending + deposit relationship, no Yolo card
A rewards card captures everyday spend already going to another issuer.