Business
Business management tool that assists in new client onboarding process
Client Experience Timetable
Personal Trust Minimum Relationship Size & Fee
Minimum size $3MM
Minimum fee $15k
Liquidity Management Account Minimum
$5MM
CRR
Client Risk Recommendation
NQCR
New Qualified Client Report
CEPA
ILIT
Irrevocable Life Insurance Trust
MGP
Money Guide Pro
CNB Wealth Planning tool
Residential Mortgage Revenue Credit
Calculated at 60bps
Targeted Segment Project Due date
April 13th
New Qualified Relationship Minimum
$2.5MM
Philanthropic Services Include:
Private Foundations
Charitable Trusts
Donor Advised Fund
TIM
Trust & Investment Management
SOFR
Secured Overnight Financing Rate
What must be completed before requesting a new account.
Negative News Search and/or CDD (entities)
What products qualify towards New Relationship credit?
Deposits, AUM, Loans, Mortgages, Leases
Name of Act that recently passed the U.S. House of Representatives.
House Secure Act 2.0
Changes to retirement planning & IRAs.
IPS
Investment Policy Statement
HELOC Intro Rate
1.99% introductory fixed rate for 12 months
High Risk: Wire/Transfer requests information to provide PBO
Date, time and method of client identification when submitting requests
Checking, Interest Checking, Money Market and Savings
Agent Services Available
Agent for Trustee
Agent for Estate
Agent for Real Estate Management
Name CNR Investment Capabilities
Equities, Core Fixed Income, Opportunistic Income, Real Assets, Alternative Investments
First American Equipment Finance Service Options
CBT
Computer Based Training
(get started on them!)