Show:
Refer a Friend - Overview
Refer a Friend - How Does Works
Refer a Friend - Procedures
What Know-How Can Do for Business - Overview
What Know-How Can do for Business - Points & Prizes
100
When does it start and when does it end?
From February 28 through April 23
100
How many days within account opening does the friend has to do the requirement to get the money?
60 Days. The new customer has 60 days to complete 1 of the 3 requirements to qualify for the incentive
100
When is the incentive payout?
On or Before July 13 2012 - provided the qualifications are met
100
What is the promotion period?
From February 21 to March 16th
100
How many points is a new Business Checking Account worth and a new Business Credit Card application worth?
1 point for the BCA and 5 points for the Business Credit Card
200
What is the amount of the incentive to be pay? And Who gets the incentive payout?
It's $50 for the new customer and $50 for the referring customer
200
True or False: A customer does 5 $100 bill payments at their American Express credit card website. However, that does not count as a requirement fulfill.
TRUE - Bill payments must be done from the checking account using People's United Online Banking
200
True or False: There are branch procedures for processing the cash incentive into a checking account
FALSE - As long as the customer meets the criteria, it will happen automatically.
200
DD What Team are we on and Who is our inmmediate rival?
We are The What's Team, Team W And our rival is The Know's team, Team K
200
How many points are Merchant Services and Payroll Services applications worth?
10 points each
300
DD How many consumer checking account were opened in previous ran of this promotion?
More than 10,000 new consumer checking accounts
300
What are the 3 requirements available to the new customer to complete and earn the incentive? Answer must be accurate.
1) A direct deposit of at least $100 to the checking account 2) Ten purchases of at least $25 each using the Master $ debit card 3) Five online bill payments of at least $25 each from the checking account using People's United Online Banking
300
DD What form needs to be fill up after the account was open for a customer? And Where is it located?
An ECM form located in ECM - Under Consumer Deposit Products - Refer a Friend Request
300
True or False: A submitted referral for a merchant service is worth 10 pts.
FALSE - Referrals only dont count, there has to be an application submitted to underwriting for it to worth 10 pts.
300
What prize can a top 10 employee win with the highest score bank wide regardless of which team they are on?
All top 10 employees win a Kindle Fire
400
True or False: We would not have certificates this time to give out to customer for their friends
False - Every branch will receive an initial supply of RAF certificates prior to the start of the promotion.
400
Fill in the blank: A business customer that does not have a personal checking account _________ refer a consumer checking customer
CANNOT - Needs to be also be a consumer checking customer
400
What are the procedures to follow when a customer brings the Refer a Friend certificate to open the new account? Name 5 steps
1- Collect the RAF Certificate from the customer and verify that this is the customer's first checking account 2- Keep in mind that the title of the new account can only be IND or JTS 3- Remind the customer of the transaction qualifications 4- Open the new account following regular BI account opening procedures 5- Complete the ECM form 6- Once the account is open complete the information on the RAF Certificate in the Branch Use Only section. Keep the certificate 7- Hand the customer a RAF receipt to help them remember what they need to do to qualify for the incentive 8- Give them more certificates to refer friends.
400
How does it work?
Each team will earn points for opening BCAs, for submitting Merchant Services applications, for submitting Payroll Services applications and for new Business Credit Card applications
400
Name the 1st Place Team, Individual Employee Winners price. Just the 1st, 2nd & 3rd place
1st Place ---> iPad - $499 Value 2nd Place --> $225 MasterCard Gift Card 3rd Place --> $200 MasterCard Gift Card 4th Place --> $175 MC Gift Card 5th Place --> $150 MC Gift Card