ACTIVATION
BALANCES & TRAILERS
REFERRALS
PERFORM
INCENTIVES
300

 The person who sold the solution and ensures it is utilized?

Who is the banker?

300

 Why five small account openings often lose to one deep relationship.

What is trailer‑driven revenue credit accumulation?

300

Referrals must be entered before this to earn revenue credits.

What is product opening?

300

The tool that shows if a revenue credit didn’t post.

What is PERFORM?

300

 Revenue credits are the currency used to calculate this.

What are Retail Incentives?

600

 Revenue credits for some products post only after this happens, not at account opening.

What is activation or utilization?

600

The action top performers take before trailer dates.

What is proactively checking perform to check balances and utilization?

600

These are earned through offering the right solutions to your clients?

What are revenue credits and incentive payouts?

600

This is the best practice frequency for banker to review PERFORM.


What is weekly?

600

This must be met before any incentive payout occurs

What is the revenue credit threshold?(Tiers)

900

The biggest reason branches miss revenue credits despite strong sales.

What is the lack of follow-through after the sale?

900

This program is designed to acquire and retain deeper relationships by rewarding clients more, when they have more, with PNC. It will help Bankers gain more trailers.

What is Total Rewards?

900

A perfect referral is best described as being entered this way.

What is accurate and on time?

900

This is the difference, PERFORM,  helps managers separate.

What is posting lag vs. missed credit?

900

The best way to grow incentives mid‑month.

 What is focusing on high‑value products, activation, and balances?

1200

This is how many revenue credits I earn when I refer a business credit card that gets approved and utilized.

What is 6000?

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