Primacy
The 3 components of Primacy
What are, Direct Deposit, Digital, & Other solutions
Thresholds for a Preferred and Private bank customer?
What is Preferred - $100k and Private - $2 million?
Current HELOC promotions as of today
What is 5.99% INTRO RATE FOR 6 MONTHS for all new originations?
(reverts to standard variable rate after 6 months)
KFC stands for this.
What is Kofax, File, Check?
Primacy & Retention weightings on the branch scorecard?
What is, 20%? 10% Primacy, 10% retention
TM referral is submitted this way.
What is the "TM Referral Lead & Support Form" located in the resource center library under "One Bank"?
Closing costs on Fifth Third's HELOCs and HELOANS
WHAT IS FREE?
Used during/after opening a new Small Business Checking Account.
What is Business Account Review Checklist?
2 qualifying activities that can fulfill the Direct Deposit requirement
What is: At least one account at the customer level with $500 or more in aggregate direct deposits (ACH) in two of the past three months
or
Customer successfully completes Direct Deposit Switch in the Fifth Third Mobile App.
Weighting for One Bank on the branch's scorecard?
What is 10%?
The weighting for Consumer and Small Business Lending on the branch's 2025 scorecard
What is 20%?
10% Consumer, 10% Small Business
CSI stands for this
What is:
C - Current day account activity review
S - Recent account statement
I - Review ID in ACE
4 of the 6 "Other solutions" available?
What are: CD, CONSUMER LOAN, MORTGAGE, CONSUMER CREDIT CARD, ID ALERT, MYADVANCE?
3 One Bank referrals that offer revenue credit
What are:
BBRM - $5k to 10K based on tier
Mortgage - $1000
Paycor - $500 for 10 employees or less, $1000 for over 10 employees
Private Bank - $15,000
Provide - $2,500 - $10k based on tier
WorldPay - $3000 for card processing volume $100k and over, $1000 for processing volume under $100k
The minimum and maximum loan amounts on our Easy Home Refi
What is $10,000 and $500,000?
When BSOC calls because of a false alarm, this is the first AND second thing we tell them.
What is:
1. Date and Time
2. Hand the phone to another employee and they say their E number.
The weightings for the the 3 Primacy metrics
What are:
Direct Deposit - 40%
Digital Banking - 30%
Other Solutions - 30%
Bancorp states: In 2025, which number of approved referrals company wide is "elite"?
100,000 approved referrals.
Assets that are NOT eligible for Fifth Third's Savings/Investment Secured Loan? (name 2)
WHAT ARE:
Accounts at outside financial institutions (account must be with Fifth Third Bank or Fifth Third Securities (FTS))
OR IRA accounts
OR Accounts under any name other than the client's. Account must be in customer name.
The 2 components of the Ops Scorecard AND their weightings.
What are:
FCA - 65%
Documentation - 35%