BE MY BUSINESS BANKER
TOOLS
What is the name of the Pre-Call planning tool Business Bankers use to prepare for the initial meeting with a business prospect?
PLAYLIST
CXI SURVEY
Can clients receive a survey in a different language? If so, how many languages and what are they?
YES
3 LANGUAGES
ENGLISH, SPANISH, POLISH
NAME THE WEBSITE
What is the application where you manage PNC Wellness Rewards Program?
CASTLIGHT
MINIMUM
What is the minimum target for consumer appt sales conversion?
45%
ACCESS
Are Tellers able to use Voyager?
NO
$$$
What is the monthly fee for Mobile Accept?
$0.00
TIMEFRAME
If Amber has 3 apples and leaves the train station at 5pm from Austin and Fabi has 2 apples and leaves the train station at 7pm from Brownsville what time will they both arrive in San Antonio?
just kidding!! :)
QUESTION - What is SCTX goal for the following:
1. Time to respond to a callback ticket
2. Time to close a callback ticket
24 HOURS TO RESPOND
48 HOURS TO CLOSE
COACHING
What is the name of PNC's coaching method used in the Retail Bank?
ACE Coaching Model
MINIMUM EXPECTATIONS
Banker: What is the daily minimum expectations for Appts Conducted/PNC Conversations held?
Teller: What is the daily minimum expectations for warm handoffs/referrals
Banker: 2 Appts / 2 PNC Conversations
Teller: 1 Warm handoff / 1 Referral
OSS EVENT
Name 4 items you need to take to an onsite.
SURFACE PRO
GOODIES/HANDOUTS
FLYERS
BUSINESS CARDS
TOOLS
What site provides industry-specific analysis on over 400 of the most popular industries in the United States?
IBIS WORLD
TIME PERIOD
Once a Client receives a survey, how long is the survey link valid for?
7 DAYS
After the 3rd day, the client will receive a reminder email to take the survey.
BENEFIT
What is the PNC Education benefit that provides free tuition education for employees?
GUILD
PRIORITIES
What are the 5 SCTX 2024 Market Priorities?
PEOPLE OBSESSION
CLIENT OBSESSION
GROWTH
PNC CONVERSATIONS
FOUNDATIONS TO SUCCESS
OSS EVENT
Name 3 items you need to take to an onsite?
Pnc gifts
Surface Pro
Financial Journey Flyer
Virtual wallet offer flyers
MAX LIMIT
What is the Max Credit Limit for a "pay in full" Business Options CC?
ONE BILLION DOLLARS!!!
just kidding. Answer is $250,000
CXI SURVEYS
Most surveys are sent within 24-72 hours except for what kind of service/account, and how long does it take?
NEW CREDIT CARD ACCOUNTS, AND CAN TAKE UP TO 2 WEEKS
COACHING
Name the 3 major coaching routines for BM's and platform employees.
NBC
RTS
DAILY DEBRIEFS
PRIMARY
In terms of primacy, How does a checking account become initiated?
Funded Checking account + Debits/Credits
WHO'S WHO?
What is our University Banker's name?
OLYVIA PADUA
BONUS REQUIREMENTS
What are the requirements to receive the $600 bonus offer on a new Business Cash Rewards Visa Signature CC in Q3?
Make $6,000 in qualifying purchases after the first 3 billing cycles.
PROBLEM RESOLUTION INDEX
While taking a survey If a client indicates they visited the branch due to a problem, they are asked 4 additional questions. What are those questions??
1. UNDERSTOOD MY SITUATION
2. EMPATHIZE WITH ME
3. TOOK OWNERSHIP OF THE ISSUE
4. WAS HELPFUL IN RESOLVING THE ISSUE
RECOGNITION
Name 4 of the PNC Recognition Programs?
PNC SPOTLIGHT PROGRAM
SERVICE ANNIVERSARY PROGRAM
QUARTERLY CENTURY CLUB
PNC PERFORMANCE AWARD
MARKET ALL-STARS
PRIMARY
In terms of Primacy, How does a checking account become activated?
Direct Deposit
or
3 uses between: OLB, Zelle, Bill Pay, Mobile Deposit, Debit card
OFFERS
Each account opened in Voyager may have a different offer. What are the current offers?
$100 - Stand alone VW
$200 - VW Performance Spend
$400 - VW Performance Select