Antecedents
Where we go to find our playbooks, as well as departmental resources.
What is Edison?
A program that our branch managers primarily leverage, that offers cash bonuses to new to bank customers, as well as benefits such as financial education, and rate discounts to employees of enrolled companies.
What is M&T @Work
The tool we use during all Consumer Account Opening conversations, which outlines our process throughout the experience.
What is the Consumer Onboarding Day 1 Tool?
The 4 steps of our Business First Process
What are Identify, Call Planning, the Call, & Follow up?
The section on the Retail Banking page of Edison where I can find NTB checking promotions.
What is the Customer Offers and Promotions Section.
(Will also accept "Products, Rates, & Offers)
A program that we share with existing customers, that offers a $50 visa reward card, in which a customer can earn up to $500 per calendar year, when referring the friends and/or family to M&T bank.
What is M&T Refer Friends?
A tool we use to schedule follow up appointments with our customers, that allows for automated email reminders to be sent to them.
What is Coconut?
(Will also accept Appointment Scheduling Experience)
The tool we use in preparation for a business appointment, which gives us detailed industry insights, trends, and pre call plan ideas.
What is Vertical IQ?
The section of Edison which houses our branch huddles.
What is HuddleUp?
Something we can print, or share via email, with our existing customers that details the Rewards Offer's for referring friends or family to M&T bank.
What is the Refer Friends Flyer?
A concise expression of your purpose during a customer interaction. It outlines your goals and priorities, helping the customer understand your role and how you can support their needs. Which should be used at the beginning of every account opening.
What us a Value Statement?
2 examples are "How do customers pay you?" and "How do you pay your suppliers".
What are 2 examples of Cash and Payment Cycle questions?
The section of Edison where we can find our Questions of the quarter, upcoming leads pipeline, along with conversation points and relative resources.
What is &Engage?
The action or process of interacting with others to exchange information and develop professional or social contacts
What is Networking?
Our sales process, which allows us a framework to;
What is Customer First?
Some benefits include;
In-House Service and Round the Clock support
Convenience of everything in one place; integrates with many POS systems
Tailored solutions to fit the business
The section within our respective playbooks that provide a guide on how to structure your days and week, to prioritize the execution of key activities and outcomes.
What is the Operating Model?
The person you would reach out to for support in preparation for an Account Activation event with an enrolled @work business. (Besides you Regional Manager)
Who is your Retail Sales Strategy Specialist?
2 examples would be "What are you currently saving for, and why is that important to you? and "How do you use credit in your day-to- day life, or for larger purchases?"
What are 2 examples of Key Questions from the Day 1 Onboarding tool.
(Will also accept Retail Foundational questions, or FFP questions)
This is where on Edison we will find our recourses for lending for term loans, Business Access Lines of Credit (BALOCs), and Business Credit Card (BCC) where the group credit is $250,000 or less.
What is the Small Business Lending Resource Center?