Referrals
Expected turnaround time for a referral to the VBC
What is 2-5 Business days.
BCA stands for
What is Business Credit Analyst
Commercial Loans origination platform
What is nCino
Amount of dog's Fred has
The person to speak to about an existing commercial member relationship
what is the name of the BRM that manages the relationship?
- This can be found in the top bar with the member info in Salesforce.
SNR BRM stands for
What is Senior Business Relationship Manager
What is Collabria Mastercards
- If not handled at branch level, referral/ connection is sent to Steph B for processing.
Karalee's adorable dogs name
What is Miss Bailey
If the BRM you are trying to reach for the referral/ inquiry is away, the person to speak to is.
Who is anyone else in the VBC ?
- Email *Business Centre Victoria mailbox - We can deal with urgent matters, or relay information to their BRM when they return.
How many members are on the VBC team
What is 6
Karalee, Roanna, Fred, Taryn, Nicole and Steph B
The required step in referral process that ensures we receive a notification.
what is Chattering on the lead in salesforce to the VBC team?
- this makes it easy for us to find the lead.
Roanna's cat's name
What is Mr. T
Information to include in a referral to VBC
What is a general background for the business member?
** think the 5 W's - who/ what / where/ when/ why
We will ask the rest! :)
VBC BRM service area
What is typically Vancouver Island. BRMs are not set to only Victoria. They have set portfolios, but the members are across the island.
The preferred branch when sending a lead to commercial services through salesforce
What is assign VBC. If this is not completed- the referral does not show up for us at all.
** think about which branch you want to do the work, and VBC is its own branch**
The age of Nicole's Dog
Something to avoid when making a referral process to VBC.
What is sending your referral to one specific person?
- sending to the Business Centre Victoria mailbox ensures that someone will see it, even if your intended party is away.
Products offered by commercial services
what is Commercial Lending
Commercial Demand Mtg
Construction Mtgs
Line of credit / operating line
Loan
Duplication of member profiles is caused by missing this key step
What is not inputting the membership number into Salesforce the same day the membership is created in DNA.
Taryn's other passion BESIDES finance
What is floral design
** Loves a good color story!