Delivery Excellence
Our purpose
Help our clients unlock their full potential with capital and counsel
What is advice?
Is the valuable information and guidance we give to benefit our clients and help them informed decisions.
Official FH terms
Associate
Banking Center
Banking Center Manager
Client
Can you a cash a bond for a power of attorney?
NO and also the following
InStep Teller automatically places hold recommendation on new accounts the same day the account is opened.
True or False
False
Our Values
Cares about people
Commits to excellence in everything we do
Elevates equity
Fosters team success
Effective Advice Formula
Recommendation + Example + Benefit
What is FH360?
Salesforce
For a non-client, what is the limit to cash savings bonds?
$1,000; face value
Banking centers are to immediately notify_when a power, connectivity/technology or property issue creates a service disruption for the center.
Our Action
Own the Moment
listen| understand| deliver
What is a personal value proposition?
A dynamic, short statement that can tell your value and tells clients whey they should choose to work with you or why they should continue a conversation with you.
What is Pipeline Management?
Involves consistently updating sales opportunies and prospects in FH360
Can you pay on a bond that is paid to a corporation?
No,
The legal checklist is a tool used for legal guidance and documentation review, when needed. It is not to be used for which of the following: (select all that apply)
Online banking exceptions
Leading questions
Notary/Medallion requests
Closing an account with a Judgement of Possession
Online banking exceptions
Leading questions
Notary/Medallion requests
5-5-5 Standards
Open 5 mins early
Greet client within 5 secs
Close 5 mins later
Who are the One Team partner for Consumers?
BCM
Banking Center Associates
Licensed Banker
Financial Advisor
Private Client Relationship Manager
Trust Services
Mortgage Loan Officer
Pipeline
What is included in the your pipeline?
Consumer
Loans, LOC, CC
Deposit opportunities,
NTB opportunities
Wealth opportunities
Mortgage Opportunities
What precautions can help associates deter deposit fraud?
Ask for identifications
Verify Signatures
Contact the drawee bank
When uncertain ask manager
ARGO OASIS, a check fraud detection system, utilizes 3 primary fraud prevention services, which include transaction and image analysis, check stock validation, and signature verifications of the maker.
True or False
True
The 5 parts of Deliver Excellence
Excellence in Representing FH
Coaching for Excellence
Excellence in Client Development
Excellence in Client Engagement
Excellence in Communication & Celebration
Who are the One Team partner for Business clients?
BCM
Banking Center Associates
Business Advisory Banking Group
Financial Advisor
Private Client Relationship Manager
Treasury Management Sales Support
Payroll Services
SBA
New Account Opening Standards
Guide for new clients
Opening deposit
OLB setup & enrollment/add to existing OLB
Order debit card
Order checks (if needed)
Direct Deposit setup
Set expectations for follow-up
Yes, series I is for prominent Americans who has contributed to the history of the US.
Chief Joseph Native American leader-known for his principled resistance to the US government's attempts to force the Nez Perce onto a reservation.
Double Points
1. If a client request FH, CRA Public File, where is it located?
2. What three documents must be provided to the requestor at the time of request?
1. Compass>departments>CRA>locate your state the bottom of the page
2. CRA Performance Evaluation, products, Services and Fees