Diving into the Scorecard
The % goal for Alerts on the scorecard
What is 90%
I am located in the Work Basket in Fusion
What is an Alert
Define lead
What is Strenghten and Deepen relationships
To access Calling Resource Center.
What is in Fusion.
What is the Card Calcultors
True/False - Alerts and Leads are part of the Scorecard compound.
What is FALSE - Only alerts are measured on the scorecard
The time that alerts need to be cleared daily.
What is 12pm
Where you locate email templates
What is the Calling Resources - Sharepoint
An intentional meeting scheduled by a banker or cusotmer to engage in a deeper conversaiton regarding their financial needs and future goals
What is an Appointment
The limit/cap of cobrowse sessions for the month of per FTE
What is 60 cobrowse session
The scorecards are designed to be updated.
What is Monthly.
3 Types of Alerts
What is CD Renewal Alerts, Significant Deposit/Withdrawal Alerts, Digital to Human Alerts, and Checking Welcome Outreach, Day 4,14,14 40 (Consumer, Business) Follow up. Welcome New CD Client.
Every employee recieves this at 6:00am in the morning.
What is the Daily Three
To locate daily access to view reporting for Alerts/Lead
What is the Calling Outcome, Alerts/Leads Report, & Motivator - located in Enterprise Page
OR
BIRD Report (Banker Impact) & Weekly Activities Report - located in the Reporting and Insights Resource Hub.
Define Alert
What is Engage and Retain.
Prior to calling the client, their relationship needs to be reviewed for 90 seconds.
What is the Client Snapshot
Products that are in Cloud Apply
What is Checking, Saving, and Credit Cards
An alert considered worked
What is when alert changes its disposition from Not Started. A status change to any alert will count as worked.
** A change to In Process would be considered worked (does not need to be a final disposition status)**
The categories are listed in order of priority which they should be worked after alerts .
Hint: 3 Categories
What is Welcome Leads, Focus Leads, and Relationship Building Leads.
It is offered to establish or build your credit
What is a Secured Credit Card