Show:
Pricing
CRM
CST/TRT
Acronyms
Other
100
Relationship: Customer since: 2/1/40 Checking: $95,124 Total Deposits: $440,385 Request: 1.85% 5 Years Existing Funds
What is Approved
100
The number of days cross-sell has changed to for moving sales into the next quarter
What is 30 Days
100
What term we are using to make sure our bankers and tellers don't do this
What is product dumping
100
CDP
What is Career Development Plan
100
In what situations do we no longer needto fill out the ATM/Debit card application form
What is reissuing
200
Customer Since: 5/1993 Checking: $7443.00 Total Deposits: $161399.00 Request: 7 mth @ .70%
What is Approve
200
The amount of time you should wait till you inform Amy and Lindsay that information is missing i.e. missing customer, account missing, etc.
What is give it a day. Sometimes the imports are delayed but no more than two.
200
What tellers are struggling with in the new way of referring
What is refer to the banker vs. a specific product
200
CST
What is Customer Solutions Training
200
How the staff can dress during TRT and CST training
What is dress down
300
Customer Since: 8/2006 Checking: $3400 Total Deposit: $84542 Total Loan: 221610.00 Request: 5 years 2.10 New Money $170k
What is Counteroffer 5 years 2.00
300
The activity type you use when giving information about a customer i.e. dogs name, kids names, etc.
What is backround
300
Our behaviors when interacting with our customers when we have a promo
What is the same if we had a promotion or not
300
TRT
What is Teller Referral Training
300
What everyone should have "cleaned up" this past month
What is Flag Report
400
Customer Since: 8/1992 Checking: $650.00 Total Deposits: $350,000 Request: Best money market rate we can give
What is denied
400
The incident type used when submitting an account accuracy error by a banker
What is sub type - account accuracy error
400
The time lapsed between a FB attending TRT and CST or vice versa
What is 3-4 months
400
CRM
What is Customer Relationship Management
400
What role on an account the Business Banking group should be given
What is BBO
500
Customer Since: 5/2005 Checking Balance: 15000.00 Total Deposit: 22989.00 Rate Request: 5 year 2.2 $145k new money
What is Counteroffer 1.95% 5 years
500
The division now actively using the CRM
Who is Wealth Management
500
The key to ensuring the success of your tellers and bankers as a manager
What are observations and one on ones
500
ROFL
What is rolling on the floor laughing
500
An outline given during training for newly hired or new training for the staff
What is Welcome Plan