Centrality Definition - 3 Components
What is Engagement, Primacy, Depth?
BranchNet's new home
What is The Source?
CRC stands for:
What is Client Relationship Consultant?
Credit card that offers introductory rate of 0%
What is Platinum Credit Card?
Name 2 types of Equity Products
What is Home Equity Installment Loan and Home Equity Line of Credit?
You've interacted with at least one USB Channels in each of last 3 months: ATM, Branch, Phone, OB, MB
What is Engagement?
What Documents is required when ID is issued less than 60 days?
Verification of Address
Number of Appointments Expectations Daily
What is 4 Appointments?
Name 2 U.S. Bank Cash Rewards Credit Card
Home Equity Max Debt to Income
What is 50% DTI?
You've performed at least one of the following activities in each of the last 3 months: $250+ in direct deposits, 10+outflows or withdrawals
What is Primacy?
Name 3 acceptable Verification of Address
What is ...
- CUPR screen, Car Registration, Auto Insurance, HOI, paystubs 30 days, Utility bill within 60 days (current, not past due), SSI award letter, and 411.com, verify family member with same address last names, and etc.
Number of hours spent making dials daily
What is 1 Hour?
Premier Line Interest Rate
Maximum Loan To Value
What is 85% LTV?
You have a USB Checking account plus at least one of the following products: Loan/Lines, Credit Card, Investment
What is Depth?
This person approach the customer before they approach them.
Premier Loan Size Range
What is $3,000 - $25,000?
Customer has a monthly gross income of $5,000 with a total $1500 in monthly debt. What is their Debt-to-income ratio?
What is 30% DTI?
The 3 components of our Sacramento Market Growth Strategies.
What is Household/Net DDA growth, Deposit growth, and Loan Growth
Dollar Amount required for submitting E-Wire Form
What is $50,000 or more?
The role of a CRC
What is building relationship with clients, be proactive rather than reactive, financial advisors, and etc?
What is Travel Perks Visa, Flex Perks American Express, Flex Perks Gold American Express, Altitude Reserve Visa
What is 50% LTV?