Strategic Roadmap
Growing revenue faster than expenses
Positive operating leverage
DWYSYWD
Do what you say you will do
Ideas for pre-call plan
P1
Account officer
website
Chamber
How much does it cost for EAP services?
Free for all employees and their families
EVP Chief Credit Officer
Jason Eakle
4 Pillars
Responsible Risk Management
Profitable Revenue Growth
First Class Workplace
Extraordinary Client Experience
"Task" to identify branches most profitable clients emerging needs
VIP calls
Steps in the sales process
Launch
Explore
Pitch
Resolve
Close
3 Recognition Programs
Presidents Club
TCB - Taking Care of Business
Roxie Neville Spirit Award
Service Excellence Award - R & R
Fraud Stopper Award
Number of retail branches
113
Pebo vision
to be the Best Community Bank in America
Name 3 non-negotiables
Is there anything else I can help you with today?
Eye contact
Answer the phone by the 3rd ring
Greet the customer within 3 steps into the branch
Use the customers name
Be genuine
Example of "going wide"
Uncover an opportunity for different LOB
Uncover financial need and goal(s)
The more " they " are talking the more "we" win
Name 4 Peoples Bank Foundation charitable giving areas of focus
1. Community Investment and Economic Development
2. Youth and Education
3. Human Services
4. Arts and Culture
5. Environment
Daily Double:
Pebo stock price
29.32
CIRCLE
Clients first
Integrity always
Respect for all
Lead the way
Excellence in everything
Name the most important part about extraordinary client experience
consistency
Define "explore"
Ask appropriate questions
Listen for needs
Double click
Employee hardship and disaster fund
“Carol Schneeberger Employee Assistance Fund”
Total Asset size
$7.3 billion
4 attribute of PEBO DNA
1.Take care of ourselves
2.Take care of others
3. Take care of the client
4. Take care of business
Daily Double:
Role play a client greeting
handshake
welcome
eye contact
use customers name
Goal of Market team
Retain, Acquire, Grow Market share through partner introductions and expansion of products and services.
Expand wallet share with current clients and earn the right to ask for a referral
Manage a prospect list and working pipeline
Different types of stock an employee can have
1.) Board Award Shares
2.) Employee Stock Purchase Plan Shares
3.) Restricted Stock Awards
Chucks favorite team
New York Yankees