SCORECARD
Whats the maximum amount of points you can get on DD HH Growth
10 points
What is the annual fee for a SBA Small Business Line of Credit
There is no fee
Which lending product can have an authorized user but can not applied jointly?
Credit Card
How many times should we be reviewing opti-net?
Daily
What branch activity can you do to achieve PRI
Exit Interviews
What are the minimum and maximum on a Business Auto Loan
$10,000 to $250,000
What is the % amount we want to invite our VPA to our business appts?
What is the minimum credit score for the following CHELOC applications?
Principal & Interest, Interest only, Co applicant
680, 720, & 600.
How many days do we have to avoid a BBKYC error?
5 days.
Which job familys are included in the headcount for appointment setting
Banker / ABM / BM
$600
$6,000
How many options of COIs do you need to recommend when your sending a referral?
3
How many revenue credits do you get for a booked CHELOC?
when do you get them?
20%
90 days only the utilization amount.
When should we set an appt?
Follow up 10, 30, 60, 90, 120, service, new acct appt.
What percentage of accounts do you need to max points on Primary?
80%
What is the minimum and max for Small business loan and Line of credit
$20,000 to $100,000
What is the earliest you can include a VPA from an upcoming appt?
what is the minimum credit score for our Rewards, Points and Core CC?
Cash Unlimited
700
What 2 things does an account need to be considered PRIMARY
Activated and Initiated
What is the annual sales required for a business to be help at Retail?
$1,000,000
What are the 7 questions we should ask during our CFC ?
1)Top Priorities
2) Annual Revenues
3)Receivables& Payables
4) Number of Staff
5)Borrowing Needs
6)Succession /Retirement
7)Personal Banking Needs
Taylor applied for a personal loan 10/12 at Falcon bank for 10,000. During a BBQ, Travis mentioned he just got approved for a PNC loan and booked in minutes. Next week, Taylor stopped by a PNC location to refinance her current loan and wanted to add 5,000 for a Christmas trip. She mentioned she has a 820 credit score. Would this get approved?
No, 6 month rule.
EVERYONE