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Brittany Walsh
#139071New member Winters · Yolo County Member since 2023
Total deposits$9801 deposit account
Total loans$2,1001 loan
Products2across the relationship
Member since20233 years
Deposits
Checking · Savings · Money Market · Certificate
| Account | Opened | Balance |
|---|---|---|
| Checking | 2023 | $980 |
Loans & Credit
Auto · Personal · Mortgage · HELOC · Credit Card
| Product | Opened | Balance |
|---|---|---|
| Personal Loan | 2026 | $2,100 |
Opportunities
Deterministic rules over this member's own records — every signal shows its why.
Onboard
New member — first 90 days
Set up direct deposit and a second product to anchor the relationship early.
Card cross-sell
Lending + deposit relationship, no Yolo card
A rewards card captures everyday spend already going to another issuer.