Product Knowledge
What is the daily ATM limit for a virtual wallet checking?
$500
Give me two partners in our ECO System.
Stephanie, Rob, HLC, BBSC
My debit card has fraud on it and someone stole $400 from account. How can I avoid this in the future?
PNC Easy Lock. A Credit Card with 0% Fraud Liability. Text Alerts.
How many appointments per day should you have?
2
Who is our amazing LPA?
Everlie Brumbaugh
What is the daily ATM limit for a virtual wallet performance checking?
$1,000
Customer is complaining their savings is getting such little interest and they're concerned their retirement budget is suffering. How can we help?
Make an introduction to Rob or schedule the appointment with him!
I've had a really rough few days at work and man does it have me thinking about my future of retirement. But I don't know where to begin! Can you help?
Our amazing financial advisor Robert specializes in aiding customers just like that! His conversations to offers solution is completely free and he can answer your questions while giving you solutions to obtain the ideal retirement.
How many business days are in August?
23 days!
On the ATM log, under QR code inspection. Do you check mark or initial?
Initials
What is the daily ATM limit for a virtual wallet performance select checking?
$1,500
When you uncover a need for a customer to meet with Robert, what are the three steps you need to complete to schedule the appointment?
1. Create the referral.
2. Confirm his schedule and send an outlook calendar invite to block the time.
3. Put specific notes about the conversation in either an email or the outlook invite to help him understand the customers need.
I want to buy a house, but this market is insane! To top that off, my mortgage is really unresponsive... asking for more documents that I've already sent and asking for things that I don't understand what they are! Then my realtor tells me I need a pre-approval letter, which no one told me about, so I lost the house I wanted to bid on! Why is this so hard? I wish someone in person could... what do I do?
At PNC we offer the luxury of partnering with a branch employee to be your face to face guidance during the entire home buying process. We will help you partner with our MLO to explain the whole process, what is needed and how to make sure you are ready to shop!
For your branch: How many CC do you need booked to make goal?
Depends per branch
What is lobby engagement and why is it so important?
Not only does it help you navigate a customer through the ACU conversation, it also helps you keep vigilant if someone is watching the branch. Your interaction if the customer plans to rob the branch can limit their interest and go somewhere else.
Why is it important to know these ATM limits?
Hybrid Express Model and ACU education is imperative to give our customers knowledge of what they can and cannot do. In a standard VW, if they need a larger amount of cash... are they eligible for an account upgrade to increase their limit to fit their daily needs?
Customer wants to create their backyard oasis but realized the cost of lumber has sky rocketed and they don't have enough in their savings account to redo the yard they've been bored in for the last ten years. Who can we refer them to help explore options?
HLC, Designated Lender, & if on the personal loan side... undesignated lenders!
A fast and easy way to deposit multiple checks from your office... PNC Remote Deposit.
How many individuals in this region are THE BEST PNC has to offer?
Every. Single. One.
What are the opening procedures for an InStore location?
Two people must open the branch together, following the next steps:
-One person enters the branch while the second stays at an appropriate distance.
-Once the first person disarms just the premise alarm and not the safe/ATM, once they've cleared the branch of anyone hiding, they leave the branch to head to the meeting spot and the second person follows them into the branch.
-Once final inspection is complete, the branch all clear signal is set and the safes are disarmed.
For our Virtual Wallets, what feature puts the customer back in control of their checking account when they overdraft. What awesome feature exclusive to PNC creates an enhanced set of alerts, extra time to help them bring their available balance to at least $0 to avoid an Overdraft Item Fee?
PNC Low Cash Mode.
Name 1 person associated with our wealth department you can refer to!
There are soooooo many at our disposal plus those local to you! Partner with your manager for the full list.
A dear loved one of mine just passed away and left my family with a surprise. Me and each of my siblings are inheriting $4.2MM. I am so excited and yet so scared because I don't know what I am doing! Help!
Our amazing Wealth Management Team is a group of individuals that can support you through the entire planning. With estate planning for yourself, information on avoiding being taxed and how to make sure your dreams with this money is accomplished!
Per banker, per month...
How many QIR's are expected?
How many QIA's are expected?
2 QIR, 1 QIA/month/banker
What is the process to follow during a robbery?
-Follow the robbers demands to get them out of the branch as quickly as possible... do NOT be a hero. Let them leave.
-Give them the bait and pull the alarms when you feel safe.
-If they gave a note, keep it and don't let anyone else touch it! Block off the station the robber was standing at.
-Do not discuss what you saw with anyone but law enforcement. Use your robbery kits to write down any marks/features you recall of the robber.
-At the end of the day, be supportive of one anothers concerns and partner together to be uplifting!