One Client 1
Bonus where we pay 10% of the fee generated
What is the big check?
Document where you enter the referral person’s name for payment?
What is a SMART form?
Which leader voluntarily moved from a sunny warm place and went farther north where the is actually snow and ice?
Who is Kate Lyons?
Which leader worked as a wrestling referee in college?
Who is Robert LaGrant ?
$5,500,000
What is the annual One Client Goal for the Northern Region?
Document in Edge that has information about best practices, cadence of meetings & activities with my partners in retail?
What is One Client Retail Playbook?
EMM and DIG are part of this group
What is Commercial banking?
Which leader attended high school in Nashville, TN
Who is Amy McWilliam
Which leader played for the Under 16th National Soccer Team?
Who is Andres Casas?
Great Leads that are assigned to PWAs based on their branch?
What are IXI Leads?
This is the first step to take when a Commercial RM submits a new referral to you via the “Referral and Attestation Form”.
What is: create a new referral in Salesforce.
Which leader visited 5 of 7 continents before age 24
Who is Derek Weatherford?
Favorite corny saying about Sales Force (About Notes, opportunities and such)
What is: If it’s not in Salesforce, it doesn’t exist.
Leads for retail clients who have a $1mil in an account at a single point in time.
What are ON US Leads?
Tool can be a great resource to both Wealth and Commercial partners, including links to job aids, incentive agreements and more
What is: The Commercial Wealth Program Resource Guide
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?
Document that the PB should use in a retail branch for their morning huddles
What is BMO Branch Private Bank Partnership Summary?
Way to share your One Client Commercial success stories.
What is One Client Win Form.
Which leader lived in Bahrain, Asia?
Who is Doug Heding?
This is the best place to find the current YTD and historic CW summary reports.
What is: The Commercial Wealth Dashboard in PowerBI.