PNC Checking/Savings Values
This checking solution pays 300 rev credits at acct opening.
What is , Simple, VW Spend, VW Performance Select
What's is the 90 day trailer on Simple, VW Spend, VW Performance Select
50%X Balance
What is the rev cap for a simple /VW SPEND compared to VW Performance select
5K/30k
What revenue credits are awarded when a consumer utilizes a Consumer Credit Card, and when are those revenue credits recognized?
3k, when client makes a purchase with it or balance transfer.
What's is the amt that is paid for an financial advisor holding a qualified appointment with a Client/prosect?
35.00/for eligible roles.
How Many revenue credits does a 200k CD pay at acct opening?
200,000 x 1%=2000
What is the 180 Trailer on Virtual Wallet Growth / Savings / Estate Savings / Money Market
2%x balance
what is the rev cap for estate/ vw reserve accounts
30k
How Many rev credits are awarded for a balance transfer ?
1k per card .
What is the amt paid for a qualified meeting with a Private Banking Banker.
10k rev credits(one time)
How Many Rev Credits does a Reserve Checking Pay.
0
How Many Rev credits are paid on money market at 90 days with a balance of 200k?
200,000x1%=2k
What is the trailer cap for Virtual Wallet Growth / Savings / Estate Savings / Money Market /CD'S
200k
What is the % awarded for a HELOC utilization at 90 day closed by a designated lender vs not designated
20% of line utilization vs 15% utilization
How Many Rev credits are awarded for a closed won referral for investments to private banking.
7x expectation of 1st year fees.
Rene And Megan And Boerne each benefited this year from these referrals sent. Both were awarded between 150k-200k on a single investment referral to private banking.
What is the value of a checking acct closed within 90 days ?
-300
What % is awarded for Business checking at 90 and 180 days?
25%
What is the rev cap for all PNC real estate solutions?
200k
What are the rev credits awarded for a PNC Mortgage Referral closed and booked?
20% for designated lender/15% non designated
What is the requirement for a referral to FA( Financial Advisor)
TIM=Time(3-5 years), interest, Money(25k)
How many revenue credits does Virtual Wallet Growth / Savings / Estate Savings / Money Market pay.
300
How many rev credits are awarded for a business money market balance on day 360?
4% of balance
What is the rev cap for PNC Business checking accounts including IOLTA accts.
50k and 200k for IOLTA.
What rev credits are awarded for a traditional Auto loan?
7.5% of loan amt.
How long is a referral in edge valid to an FA
6 months