Appointments, Appointments, Appointments
What is the daily goal?
4 appointments per day
What is Pat’s Birthday?
What is Pat’s Birthday?
What are the ways I can help a customer apply for a credit card?
Text2Apply & Fusion
What is the Branch Satisfaction 2021 Goal?
87%
What is a referral?
Getting credit for the conversation
What are the types of appointments?
Virtual Appointments, In Person, & Phone
What is the number of direct reports that Pat has?
22 employees
What is the Personal Visa Platinum Card?
0% Intro APR for 20 billing cycles
What is the Satisfaction with Employee Goal?
90%
What is a Home Mortgage Officer?
Need to be NMLS licensed to refer to them
What is a valid appointment?
Customer Name and Email Address
What is the date Pat started with U.S. Bank?
May 28, 2019
What is the Altitude Go Card?
4x, 2x, 1x rewards
What are the types of Surveys?
Short, Medium, and Expanded
Who is WI CBB Regional Sales Manager?
Mike Ward
What are the ways a customer can make an appointment?
Mobile App, Online Banking, & U.S. Bank Employee
1
What is the Altitude Connect Promotion?
Earn 50,000 bonus points worth $500
What are the Drivers of Satisfaction?
Seemed Please to Help, Knowledgeable, & Sincere Interest
What is One Bank Strategy?
Include all partners to the customer
What is the way you add alternative contact info for a customer
Edit in the Details Page
What is Pat's favorite exercise activity?
Zumba
What is the Balance Transfer Calculator?
Show customers how much they could save by transferring their balances
What is CRI?
Asked questions, Clearly Explained Value, Provided helpful answers, & Recommended products
What is Wealth Management?
Delivers a tailored Financial Plan to help clients achieve their goals