Goals
A Branch Banker's Monthly QIA Goal?
What is 2?
What system do we use to place a new PNCI Referral?
What is EDGE?
Who has the most QIA's in the AE in 2025 as of 6-25-25?
Who Amy Pastor? (18)
Do Brokerage CDs generate a lot of Referred Revenue?
What is NO, and that's why FA's don't want to open them.
How much is the incentive for a QIA?
What is $35.00?
A Branch Manager / Assistant Manager monthly QIA Goal?
What is one total between the two employees?
What three qualifications are needed to place a PNCI referral on the system?
What is TIM?
T = 3-5 year time horizon for funds
I = Interest in investment products
M= Money to actually invest NOW
Who has the most new PNCI Referrals in 2025 as of 6-25-25?
Who are Murphy Yawn AND Revathi Rajkumar? (29)
Is Referred Revenue generated for a client who has an active PNCI referral and makes revenue generating changes with the funds in their existing PNCI account?
What is NO? No new money (money outside of PNCI) = no Referred Revenue.
Can your Financial Advisor give a client advice on their existing 401k?
What is NO. Your FA can only give advice on funds they can manage. Your FA cannot manage or advise on a clients existing 401k. Your FA can only advise on qualified funds in a 401k if the client no longer works for that company (old 401k)
What is a teller's monthly QIA goal?
What is ZERO? Only sales employees have sales goals.
How long does a PNCI Referral remain active?
What is 6 months?
Who are the TOP THREE employees with the most Referred Revenue in the AE in 2025 as of 6-25-25?
1) Munish Sethi (83,019 RR)
2) Amy Pastor (52,883 RR)
3) Revathi Rajkumar (32,387 RR)
How long does Referred Revenue track back to a branch for a NEW PNCI client who has opened and funded a PNCI account within the 6 month referral window?
What is 1 year from the account opening date?
Who makes the decision on which PNCI employee will work a branch referred client opportunity?
Your Branch Financial Advisor, unless the client already has a PNCI Advisor assigned.
When delivering SIR Insights, ___ % is the minimum goal for DELIVERED and ___% is the minimum goal for ACCEPTED.
What is 67%? and What is 17%?
On average, how many new PNCI referrals will it take to generate 1 QIA?
What is 3?
Which LEADER (BM or ABM) in the AE has the MOST Referred Revenue in 2025 as of 6-25-25?
Who Lisa Jenkins? (30,480 RR)
If a client makes an addition to an EXISTING PNCI account as a result of your PNCI referral, is referred revenue generated? If so, for how long?
What is yes, if the addition was made within the 6 month time frame of the referral? The Referred Revenue will only track for 6 months from the referral creation date, NOT 6 months from the date of the funds addition.
How long does a new PNCI referral have to be credited as a QIA?
What is 90 days from referral creation?
What it your branches Annual Referred Revenue goal for 2025?
What is depends on the branch? Full Credit will go to whomever answers correctly with their branches actual goal first.
What MUST you check in EDGE before suggesting the client meet your specific branch FA?
What is Entity Team Members?
Which branch (including my team) has the most Private Bank (WM) referrals so far this year and how many?
What is Murrysville? (3)
How many points does your branch get on the Branch Scorecard for MAXING OUT the PNCI Referred Revenue monthly goal?
What is 7?
How does the rule of 72 work?
What is you divide 72 by the return you are earning and the answer will be roughly how many years will it take for your money to double?