RELATIONSHIP POINT VALUES
True or False:
Staff member receives Relationship Points at the same time that they submit the Referral in FiWorks
What is False?
True or False:
An employee can be disqualified from participating in the referral program for the remainder of the year.
What is True?
Offering your customer products or services that support or enhance a new relationship during the account opening process
What is Cross-Sell?
Name three things you could refer to a new Graduate
What are:
Checking Bundle
Savings Account
Auto Loan
Credit Card
The Relationship Points value for ANY product from these two departments is 3.
What are Loan Products and Financial Services Products?
An employee can submit self/spouse once per year as a referral to this department
What is Financial Services?
Providing a customer with new information for further action by yourself
What is an Opportunity?
Name three things you could refer to a newly married person/couple
What are:
Personal Loan
Mortgage Loan
Credit Card
Life Insurance
Trust Services
Life Insurance
These 3 types of Checking Accounts are worth 3 Relationship Point
What are Interest Checking, Money Market Plus and First Insured Money Market?
To what department would you assign a referral for any one of these products:
Trust
Annuities
Rollovers
Mutual Funds
Stocks
Life Insurance
Health/Dental Insurance
What is Financial Services?
Directing a customer to a colleague outside of your department for new information or further action
What is a Referral?
Name three things you could refer to a person/couple who announces they are pregnant
What are:
Auto Loans
Savings Accounts
College Funding
Life Insurance
Trust Services
True or False:
You can submit a referral for New Beginnings Checking
What is False?
(You will receive 1 relationship point if a referral for a different FOB checking account type results in a New Beginnings account.)
More than one referral may be submitted by a staff member for the same customer/prospect on the same day, for these three individual departments
What are Deposit, Loan or Financial Services?
Tellers cannot submit this
What is an Opportunity?
Name three things you could refer to someone who just changed jobs
What are:
Health Insurance
Life Insurance
Financial Services -
Trust
Annuities
Rollovers
Mutual Funds
Stocks
Life Insurance
Health Insurance
Dental Insurance
Stand-alone Referrals for these two products will result in 0 Relationship Points.
What are School Logo Debit Card and Mobile Banking?
The best, most awesome-est, fantactic-est Referral Coordinator at FOB
Who is Shawnda?
CSR's will have this measurement on the monthly report, but not Tellers
What is Cross-Sell or Opportunity?
Name three things you could refer to someone who is starting a business
What are:
Business Checking Bundle
Business Loans
Business Credit Card
Health Insurance
Financial Services -
Trust
Annuities
Rollovers
Mutual Funds
Stocks
Life Insurance
Health Insurance
Dental Insurance