Key Priorities
What should be updated daily to keep track of sales and volume of sales?
What is Pipeline
What is the Deposit Value for a Prestige Account?
What is $20,000
How many discounted TMS products do you get if you have a Business Banking III account?
What is 3
What is the amount of loan fees received from a closed mortgage referral?
What is $1300
What year was FCB established?
What is 1898
What is the weekly percentage expectation for Better Banking Leads?
What is 80%
How many weekly acquisition calls are you, as a branch leader, required to make?
What is 2
Name 2 TMS Receivable Products?
What is RDC, EBPP, Smart Safe, Lockbox
What will a branch receive from Kevin if they refer 5 or more mortgages in the month of May?
What is LUNCH!!!
How many clusters make up the Mid-South Area?
What is 4
What resource did branch leaders recently gain access to in order to view branch dashboards?
What is Tableau
What total YTD percentage on Motivator for each category equals a 5 on scorecard (for the specific category)?
What is 140%
Name 3 of your Partner Goals?
What is Merchant, TMS Receivables, Credit Card Revenue, FCIS Revenue, Mortgage Referrals
What are branches expected to meet in addition to Motivator goals?
What are partner goals
How many MyBlocks are required monthly per LPA?
What is 3
What are the 3 key priorities for the Mid-South Area?
What is Acquistion, Deposits & BCR/Wealth/Mortgage/Partner Goals
What is the total amount of direct deposits that qualifies a customer for a Prestige Account
What is $4000?
What percentage does a cluster receive from an AUM sale?
What is 1.25%
What is the monthly mortgage referral expectation per branch?
What is 1
What was Kevin Lindler's job title prior to his Area Executive role?
What is Regional Business Executive (RBE)
What 2 resources are helpful with business acquisition and pre-call planning?
What are Vertical IQ and S&P Global
Associates meeting Checking Deposit Value will have an overall score boosted by a ________ _________.
What is Deposit Kicker
How much BCR does an associate receive if EBPP and Merchant Services are sold to one customer?
What is $3000
What associate do you refer a customer with $1M or more in investable assets?
Name the Chairman and Co-Chairwoman of FCB
Who is Frank Holding, Hope Holding Bryant