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Shawanda Simmons
#151209New member West Sacramento · Yolo County Member since 2024
Total deposits$6401 deposit account
Total loans$1,5001 loan
Products2across the relationship
Member since20242 years
Deposits
Checking · Savings · Money Market · Certificate
| Account | Opened | Balance |
|---|---|---|
| Checking | 2024 | $640 |
Loans & Credit
Auto · Personal · Mortgage · HELOC · Credit Card
| Product | Opened | Balance |
|---|---|---|
| Personal Loan | 2026 | $1,500 |
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.