2020 Incentive retail
Financial Wellness
Small Business
KIS & DDA
Seahawks
100

 What is the name of the new category that replaces New Payments? 

 What is Bank?    Consists of DDA and Key at Work 


100

 A Financial wellness review that was completed previously with a client can be re-done for new credit after ______.  

What is 90 days

100

 Which small business metric has been eliminated for revenue for 2020,  but still is a product that we can refer to our line of business partner?  

 What is paychex?  

100

 How many Key at Work presentations are required each week by branch teams? 


  What is 1 per week. 

100

 Most commonly known as BEASTMODE what is his real name? 



 Who is Marshawn Lynch 

200

 Please name the 4 renamed metric categories for production? 

 What is:  Bank, Borrow, Save/Invest  and Small Business   

200

 In completing the FWR with your client,  what should you print out for the client to take with them? 

 What is the Recommendations Summary page  

200

 Please define what SBFWR stands for and how many are needed each week per branch? 

 What is Small business financial wellness review and 3 are needed each week 

200

 What is the new discretionary payout % if a branch hits 100% or more of their new KIS sales goal? 

 What is 3.5% 

200

What nickname for the Seahawks' secondary was coined in 2011?   

  What is Legion of Boom

300

 For Bankers and Branch Managers (beginning Q1 2020) You must hit _____% of new accounts opened with FWR to receive IC compensation.  

 What is 75% 

  

300

 To gain our clients commitment in completing the FWR we must get permission and use our __________ __________

__________________. 

 What is the confident positioning statement

300

 KMS and Cash Management are two referrals that earn ______ of ________for a closed referral.   

  What is 60,000 of revenue 

300

 KPB referrals (IM & T) are eligible for a separate payout of up to _____% of the estimated first year fees on client referrals over $1M to Key Private Bank.  

What is 10%

300

 What was name of the team and final score of the last game played this year for the Seahawks 

Who is Greenbay Packers and score was 28 to 23.    

400

 In order to receive payout for a Teller Transitions, the ______ must complete an in person FWR that generates recommendations which are presented to the client and result in expanding client relationship through deepening relationship.  



What is the Client or customer?  

400

 Key Bank implemented _______ our clients and _______ the ________ as clients enter our branches.   

 What is greeting and opening the door 

400

 You are required to do FEET on the STREET each week and you are required to visit ______ or more businesses.   During your visit you can use your __________  and load it in your SBFWR when you return to the branch.      

 

 What is 3 or more and you can use your notetaker and load your SBFWR when you return.   

400

 Please name the new Key at Work team sales leader for Washington and where did this person previously come from?  

 Who is Jon Andrews and he came from First Tech Credit Union 


400

 What year did the Seahawks join the NFL? 

 What is 1976 as an expansion team 

500

 The borrowing metric consists of how many components?  Please name them? 

 

What is 4?  

What is home lending funded and unfunded, consumer credit card and consumer lending funded and unfunded.  

500

 A count of Financial wellness appointments set through time trade for the current week (Saturday through Friday) divided by the number of sales FTE divided by the number of days in the given time period.  

 What is current week Pre-set appt/FTE/Day 

500

 What is the current rate of our Gold money market account for small business clients and how long is the rate good for?  

 What is 1.50% APY for 6 months 

500

 What was eliminated this year from KIS production for branch teams?  

 What is re-occurring revenue

Branches only get credit for new KIS sales.   

LRMs will still get credit for trailing revenue on their trailing 12 

500

 What year was Russell Wilson drafted? 

What is 2012  

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