Primacy
What is the two parts of Primacy? Primacy = ___+___
Initiate & Activate
What part of the conversation can we find out where our clients work?
FORR (O- occupation)!
How many parts are there for businesses to be considered Primacy clients?
4
What are the "3 Ps of Business Banking Primacy "
Activate Digital Platforms
Pay using PNC solutions
Get paid using PNC solutions
What do we have in place on our PNC convo to help with Primacy?
Primacy Checklist, MISC Tab- Day 0 INCLUDING Follow up Appointment
Checking funded (balance greater than $0) AND credits/debits (non-fee) on DDA within last 30 days.
How can we help our clients switch their DD over to PNC?
Mobile banking (QuickSwitch- Preferred method) OR Direct Deposit Form
How much is needed in account funding for the business account to be considered Primacy?
$500
For Primacy: What onboarding days are looked at in your banker scorecard?
30 days
How is an account activated? (Preferred method)
Direct Deposit
IF there is no DD, how many engagements (tools/features) are needed to be considered "activated"?
THREE, 3
What are the different digital engagements are there on the business side?
Online banking, Cash Flow Insight PRS, Pinacle
What days should you be scheduling for Primacy Follow Ups after account opening?
10, 30 & 60 (As necessary 90)
2- is CXI Survey
At what days are Primacy Measured?
90-120 days
What are the different tools/features that can be used to be activated?
Online Banking, Mobile banking, Bill Pay, Zelle, mobile deposit, debit card activity.
Cash Logistics IN, Checks Paid, ACH Debit, Debit Card Purchases, Wire Out, Merchant Debit, Online Bill Pay, Zelle Out, Withdraw
IF today is March, what month are we looking at for the production?
December
Banker ROLE PLAY:
Your client is opening a checking account with PNC but tells you their payroll is currently being direct deposited into another bank. How you would bring the direct deposit to PNC?
ROLE PLAY
What is the benefit to the client?
-Let's get that moved over to your PNC account so you can take full advantage of everything you're already doing with us. ASK questions--What keeps your payroll going to the other bank today?
Teller Role Play:
Client is coming in to make a deposit.. Using the FORR- how does it sound to leverage it to find out their occupation.
ROLE PLAY
What are the "Get paid using PNC Solutions"?
ACH Credit, Cash Logistics Out, Deposit, Express Funds, Lockbox Deposit, Merchant Deposit, Mobile Deposit, Pinacle Deposit Onsite, Remote Capture, Wire In, Zelle In