OneBank
PRM, IE, MLO, WorldPay
What are some of our onebank partners
Digital Banking, Direct Deposit, Debit (or credit) card
What are the components of primacy?
FNA
Where do you go to start a loan application?
What is the air speed velocity of an unladen Swallow?
what is African or European?
Team53
What is our referral process for most OneBank
43%
What is the Direct deposit goal?
Fixed term, fixed rate, Unsecured
What is a personal loan?
Deposit increase, deposit decrease, credit card opportunity
What are some triggers that would prompt a myday call?
Log the sit, and disposition the conversation.
What do you do after a client leaves your office?
What is the referral payout for a WorldPay
Thursday
What day do we update the primacy OneNote?
Variable rate, 10 years to use, 20 years to pay back.
What is a HELOC?
list every customer including amount of money on deposit, as well as other details about their profile.
What is the book of business tab?
A question meant to make a client think or speculate
What is a high gain question?
2 per PB2
1 Per PB1
What is Monthly onebank goal
3 mobile or internet logins
What does it take to get credit for digital banking?
10%
What is consumer lending weighted on balanced scorecard?
where I go to see all calls and appointments made in a given day.
What is Sales Activity tab?
SOS cert, DAR, BOLT, W9, Sig Card
When opening a business account, what documents are needed?
$10,000
What is the payout for a commercial bank referral?
10%
What is onebank weighted on your balanced scorecard?
Loans that you have taken, that are somewhere in the application process.
What is a lending pipeline?
Where you go to see lending pipeline and schedule closings
What is Loan Status tab?
Who, who who who who.
Who let the dogs out?