Financial Wellness
When do we identify where our customers are on their financial journey?
When setting and preparing for appointments
Name a Resource that will help identify track spending
Get Clear
Name the 3 Driving Principles
Focus on the Customers
Earn the Right to advance
Persuade through Involvement
Where do we enter Referrals
Edge for Customers
Prospects in Genesis
What is the Financial Wellness Experience
How we meet the clients needs
Neme 5 of the 9 Tools that will help Get Clear
Online Banking
Bill Pay
Debit Card/ Credit Card
Apple Pay
Zelle
Calendar
Money Bar
Spending & Budgets
Digital Decathlon
Name 6 Areas of the PNC Conversation
Everyday Money Management
Savings & Investment
Borrowing Needs
Other Financial Institutions
Safeguard against Fraud, Identity theft, & Overdrafts
Additional Needs, Concerns, Questions.
Explain the steps we take when disposition outcome of appts
Start in Genesis-Conduct Appt Results
Deliver Insights
Swivel to Edge
Disposition In Edge
where can we select the area of focus when meet with our clients
Edge Appointment Setting
Name 3 of the 6 Tools that help clients Take Control
Low Cash Mode
Credit Card Balance Calculator Transfer
Credit Card Comparison Guide
Credit Card Reward Calculator
Online and mobile banking options
Conversation Insights
Name your Regional Manger
Jennifer Nessly
Why do we have the Branch Q
To assist our clients in managing their time and allow them to bank when they want
To manage the staffing of our team
What Tool Can You use to help a client uncover where they are in their Financial Journey
Financial Wellness app- available on desktop and Ipad
Name the 3 Tools that can help you uncover a need/opportunity for clients
RTS
Daily Debrief
2nd appts
Who is the Market Manager for PDSJ
Cheryl Russo
Where do we enter Income when opening an account
In clients contact info
What are the 5 Tenants of Financial Wellness
Get Clear
Take Control
Grow
Plan and Protect
Create a Legacy
Name 2 Tools that can help our clients Plan and Protect
Retirement Calculator
PNC.com/financial wellness
Who is the PDSJ MOM
Wendy Tolomeo
Name the type of applications that we can take over a recorded Line
Enhanced Choice Home Equity Line of Credit (Enhanced CHELOC), Personal Line of Credit (PLOC), Personal Unsecured Installment Loan (PUIL), Check Ready Auto Loan and Traditional Auto Loan (excluding Private Party and Cash Out) applications
Credit Cards
*** WE CAN NOT CALL A CLIENT AND SOLICTE A PRODUCT - Review Resource page for additional information