CRM
Banker Meetings
Other
Committees
Coaching/CRM
100
Where do you go in CRM to vew your up-to-date incentive card?
What is the MY GOALS TAB.
100
New name for Answer Bank
What is Retail Banking Policy and Procedures Manual
100
The purpose of the email titled WTCPFBLUBranchRpt
What is CDs maturing that have a FP rate that do not have FP checking
100
The new name of the progression plan
What is Career Development Plan
100
The name of the form introduced last month
What is Set and Communicate Expectations
200
What is the one item you absolutely need to enter in CRM when creating a new person (not the name)?
What is their phone number.
200
AKA BVS PKA BAI
What is e-learning
200
The amount a Business Customer gets when they are a part of the postcard promotion
What is $300
200
The last date to progress someone
What is 3/22
200
The homework assignment for the TMS, RBS, RSSMs
What is Observe
300
The types of emails that have been turned off
What is "unworked" referrals.
300
The name of the CRM process that back office is now using
What is incidents
300
The location of tonight's event
What is Showcase Cinema
300
The name of the Banker Sales Training
What is Customer Solutions Training
300
Thanking, congratulating, and encouraging more of the same
What is reinforcement of behavior
400
The frequency of the O/S, Accuracy and Survey information being updated on CRM?
What is the 1st and 15th.
400
The only hard copy item needed to save with the new Safe Deposit process
What is a returned envelope
400
The location of the account accuracy summary
What is EIS - shows monthly recap
400
When on written warning, this is forfeited
What is your incentive
400
The name of the tab to see your incentive card
What is MyGoals
500
When an incident should be submitted?
What is immediately (or at least when you know about it)
500
The new CIP requirement coming soon
What is Occcupation
500
The location of the new lending guides/forms
What is the Intranet
500
The "commttee" for the TM meetings
Who are Mel, Amy and all of you
500
The report that reviews both account types and points
What is the Closed Referral Points Production Report
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