Retail
What are ON US Leads defined as?
What are, retail clients who have a $1mil in an account at a single point in time.
What is the name of the document where you enter the referral person’s name for payment?
What is a SMART form?
What is the official name of the retired mascot from BMO Harris Bank?
Hubert the Lion
Hubert the Lion was officially retired from BMO Harris Bank in February 2023
A spokesperson said that Hubert "spends most of his time golfing in Florida these days".
Lamorne Morris
Who is the "BMO Guy"?
He is the one behind the desk as helpful BMO banker
Where can you find a good cadence of meetings & activities with my partners in retail?
What is One Client Retail Playbook - Branch Visits?
For all referrals, opportunities, notes and activities, as the saying goes, “If it’s not __, it doesn’t exist
What is: If it’s not in Salesforce, it doesn’t exist.
Which leader attended high school in Nashville, TN
Who is Amy McWilliam
Which leader voluntarily moved from a sunny warm place and went farther north where the is actually snow and ice?
Who is Kate Lyons?
What are ON US leads defined as?
What are, retail clients who have a $1mil in an account at a single point in time.
This is where you can track your pipeline from partner referrals.
What is: the “My One Client Pipeline” tile on the LRM dashboard in FSC
Which leader visited 5 of 7 continents before age 24
Who is Derek Weatherford?
Which leader worked as a wrestling referee in college?
Who is Robert LaGrant ?
What is the approximate bonus Wealth pays to Retail for a qualified T&I referral closed to wealth ?
What is approximately 10% of the fee generated
When sending a referral to Commercial, this step is important for both One Client reporting and potential awards for the Wealth referrer.
What is: the PWA must enter the referral in Wealth Salesforce, and the RM must list the referrer’s name and LOB in each opportunity in Commercial Salesforce
Which leader has a tattoo from their Greek life in college?
Who is Alex Kramer?
Which leader helped pay for college by working for a traveling theater company as an actor during the day and worked as an Emergency Medical Technician 3rd shift?
Who is Robert Bohmann?
Where can you find a good cadence of meetings & activities with my partners in retail?
Where is, within the One Client Retail Playbook - Branch Visits.
These groups are included in the “Commercial Banking” LOB?
What are: Commercial and Emerging Middle Markets/EMM
Which leader lived in Bahrain, Asia?
Who is Doug Heding?
Which leader played for the Under 16th National Soccer Team?
Who is Andres Casas?
What filters do you use to filter to your One Client Retail Wealth Pipeline?
What are, Retail, Premier Banking, Business Banking & Mortgage Filters.