Who do I refer to?
A client comes into the branch to deposit a check and mentions it's his first check from his new job. He also asks if someone is able to help him with switching over his direct deposit.
Who do you refer to?
Kelsey
You just successfully scheduled a client with $100,000 to invest with your PCB/PCA team.
Who do you send the OYD referral to?
Luke/PCA
Who can impact the wealth production in the branch?
Everyone!
Tellers/FWCs/Bankers receive $___ for each qualified KIS referral
$20
Even if the client does not invest, if your PCA had a qualified conversation with the client you are still eligible to earn $20.
Investment Production is ____ % of a PB/FWC's scorecard
10%
You just successfully scheduled a long-time client that has $300,000 sitting in their MM savings with your PCB/PCA team to talk about ways their money can work harder for them.
Who do you send the OYD referral to?
Kelsey/PCB
Who can receive incentive for wealth production?
Everyone!
Tellers/FWCs/Bankers Receive $ ____ for each KPC Enrollment Referral
$40
Investment production is ___ % of a Branch Managers scorecard
15%
During a FWR, your client who has $200k with Key revealed that they have $500,000 in investments at Edward Jones, $150,000 at Credit Union and $400,000 at Chase. They are open to a conversation about how Key can help with their financial needs.
Who do you send the OYD referral to?
Key Private Bank/Tom Mcmeekan/Sabina Trnjanin
Each month the branch is expected to have ___ Key Private Client Enrollments.
4
Branch Managers receive $ ____ for each KPC referral with $25k growth
$75
KPC Asset Growth is ___ % of Branch Managers Scorecard
15%
A client expresses interest in staring a retirement account. They have $5,000 ready to contribute but they don't know whether they want to have their money invested or not.
Who do you send the OYD referral to?
KISC/ Taylor Heit
This quarters (Q3) investment production goal is _______ ?
$2,302,850
(Any answer between 2M-2.5M acceptable)
First year fees
KPC Asset growth is __% of a PCB’s scorecard
20%