Branch Manager
How many outbound sales calls should you be logging each day?
A minimum of 5!
What "Regarding" fields counts towards sales activity?
The “Regarding” field must read Going Wide, Prospecting, Market Team, or Campaign.
If you have a really neat idea, how do you share it?
Idea and Suggestions Case!
What is the most important item you need before sending an insurance referral?
EMAIL ADDRESS
What was the first bank Crystal worked for?
PNC
What checklist needs to be completed before the end of the month?
Branch Internal Checklist
What two names appear in the IC Plan?
Rich Vaughan & Ashley Brown
Where do you find our polices and procedures?
Salesforce Knowledge/Articles
Who is the Director of Sales?
Ashley Brown
What year did Crystal join Peoples Bank?
2017
What does a Branch Manager need to complete each month for a Head Teller?
Drawer and/or vault audit
What's the max payout that a BM can make semi-annually?
$10,000, not including an additional $1000 for being #1 in their tier group and additional referral payouts from other lines of business! WOW!
When should a complaint be resolved?
Crystal's Answer: SAME DAY
Branch Standard: For Bank Errors- 2 days, for all other complaints- 5 days.
Who was the creator of Market Teams?
Tyler Wilcox
Who introduced Peoples Bank to Crystal?
Sara Pritchard
How much can a Business Champ lend up to?
Trick question! They can enter deals for clients who have less than $1mil in annualized sales.
What is the highest weighted category on the IC Plan for a Branch Manager?
Pre-provision earnings (Total Revenue – Total Expenses) = 17.5%
What was the latest update to happen in Salesforce?
Tableau integration
What do we need to grow as a company?
(Two answers)
Loans and Deposits
Josh Phillips
Where can you find the IC Plan and Branch Standards?
On the Retail Banking Intranet page
What are the LMI AND MMCT requirements to get double production credit on HELOCs or Business loans closed by the branch?
(Two Answers)
LMI= Tract Income Level must be "Low or Moderate"
MMCT= Tract Minority 50% or greater.
What date did Salesforce go live?
Valentines Day! (Feb. 14th, 2024)
Who is the head of Community Banking?
Hugh Donlon
If banking doesn't work out...what would Crystal do next?
Become a Mortician