$ave It For Later
A type of account ownership that allows a parent or guardian to set money aside for a child.
UTMA
Tool businesses can use to purchase supplies BEFORE they receive payment from their client.
Business Credit Card
President on the face of a one dollar bill
George Washington
PNCW Financial Advisor for Cottleville Branch
David (DJ) Arns
The Bonus a Teller earns quarterly with 5 Star CX
$500 / $250
A timed savings account that gives a "locked in" rate for the term of the deposit.
Certificate of Deposit
Amount of time a new business account has the service fee waived.
First 3 billing cycles
Number of times you should count money before handing it to a client if you are NOT on the TCR.
3 (once out of drawer, once into computer detail, once to client)
St Louis North Regional Manager
Amber Bonds
150,000+ Revenue Credit Tier
Tier 1
Two types of IRA plans.
Traditional and Roth
Two types of merchant processing that PNC offers business clients
The number of bills in a full strap of $5 bills.
100
St Louis North Regional Co-Ordinator
Shawn Pavia
Revenue Credits earned for Simple Checking + Cash Rewards Credit Card
3,300
A plan offered by an employer that allows their employees to set aside money for retirement, often with a company matched percentage.
401k
A product PNC offers that provides fraud protection for a business that gets paid via ACH deposits.
UPIC - Universal Payment Identification Code
A bill that is damaged to the extent that 1/2 or less of the bill remains, is burnt, or cannot be handles without compromising its integrity.
Mutilated Currency
Alex Mereish's Title / Role
Territory Manager (Amber's Direct Supervisor)
Top Producer Incentive for Tier 2 and Tier 3 semiannual bonus award
$3,500
A process that allows a client to know what income they can expect to have available at retirement, how to maximize returns, and pass on wealth.
Financial Plan
A business tool PNC offers that allows clients to send same day ACH deposits and international or domestic wires from the comfort of their office or cell phone app.
Pinacle
Currency that is badly soiled, exposed to flood waters, mold, blood, urine, feces, or any chemical.
Contaminated Currency
Cottleville's VPA (Virtual Payment Advisor)
Giovana Correa
revenue Credits for referring a Business Checking, 2 Business Debit Cards, Business Credit Card (2 cards), UPIC and merchant Processing
(dda = 300RC + 25% Bal at 90 & 180 days) (2 DC = 1000 each when purchase made) (2 CC = 6k each) (UPIC = 500) (Merchant = 10,000 minimum)
Total 24,800 + trailers @ 90d and 180d