Annoying
Reply ALL!
Bank tracking tool
Salesforce
Solves problems you never knew existed in ways you cant even imagine!
Admins
4 sessions
Best Practices
Recognitions
Worst email etiquette
email chains
Always ______ before you send an email.
proofread
SF SME
Jessica Del Olmo
we would have gotten you a card but YOU are the one that organizes those things.
Administrative Professionals Day
In Person
REGIONAL MEETINGS
Worst ZOOM habit
mute! its 2022 people
Weekly
Banker Investment Calls
Being in charge of things before people even know they need them
Quarterly
Division meetings :(
Biz Partners
Mixers, Happy Hours
Recaps
Monthly
Wealth Planning Calls
Monthly
SF Liaison Calls
PBR Acronym
Private Banking Reserve
Going on right now...
Workplace Giving Campaign
CEW
Pipeline, NQCR, Closed Won
Early Planning of...
Client Holiday Gifts
Migration
New PB Suite Products
Unplug
Vacation