Easy Math
A Banker will receive this many points for new digital activation and bill pay (assuming 1 bill is sent during the cross-sell period)
What is 120 points
The new cross sell period is
What is the month after the account opening (Example January 25th=February 28th)
THIS is the minimum percentage a banker needs to qualify for incentive
What is 90% ($500)
THIS is the new referral point opportunity for 2026
What is Commercial /BBRM referral
This is where I can track my quarterly incentive progress
What is the Q1 dashboard
A Manager will receive these many points for a new business checking and business credit card
What is 255 points
A customer deposits $100,000 into their checking account on January 25th, how long do you have for this to be considered "new money" by moving it into a new savings or CD account
What is end of the month (in this example January 31st)
A new Banker starts on February 15th, when are they eligible for incentive
When is March 1st (first full month of employment)
Which partner referral could potentially generate the highest point value
What is a merchant referral (depending on signed volume amount)
HERE is where I need to log my FUTURE opportunities for clients
What is a Salesforce opportunity
A Banker opens a new savings account for a customer by moving $1,000 over from their current checking account, how many points will they receive
What is 0
How long do you have for the customer to activate or do a balance transfer to receive the 80 points for a new credit card?
What is the month the account is approved plus 1
How much "new money" do you need to secure to earn the equivalent of last year's 100 points
What is $50,000
What is the max amount of referral points a Banker can receive for sending a Merchant referral
What is 100 points
In the ______ _______ report is where I can see "new money" broken down by colleague
What is the BRANCH SALES report (in PowerBI)
A Banker gets a customer to open a new CD with a check from Wells Fargo, the total deposit amount is $315,800, how many points will the banker receive
What is 400 points (CAPPED)
A customer deposits $100,000 on December 5th when is the end of the seasoning period
When is January 31st
When will you get paid out for your Q1 incentive
When is May 15th
True/False A Banker can send a WFS referral
TRUE
However, Bankers are not eligible to receive referral credit
THIS is where you find the incentive payroll dates
Colleague Center-My Pay-2026 Sales Plan Payroll Calendar
A Banker gets a new customer to open a savings account, the customer deposits $300. At the end of the seasoning period there is $200 in the account. How many points will the Banker receive?
What is 25 points
Your Banker has a fantastic CURE conversation with a current customer and gets them to move $50,000 from Wells Fargo into their current ARS on February 3rd, (given the Banker logged the opportunity) when does the Banker submit the form to claim the new money credit
When is April 1st
A Banker can give themselves an additional $5.76/hour raise by doing what
What is maxing out their incentive plan
The literal math is to take their hours worked (I just assume 40 hours times 13 weeks) and take the $3,000 payout and divide by the number of hours (520)
How does a Branch Manager receive credit for a WFS referral
What is they send an E-Refer to Monty (Qualified referral is for new relationships only with 25 or more employees and 2 new WFS accounts opened within 90 days)
THIS is what you need to do to find out more information on most Power BI reports