Product Values
The value of stair step 2
What is 150?
Value of mobile banking enrollment
What is 120?
Is Preferred Rewards enrollment a Compensable Event
What is No?
What is the dollar amount for a quality Merrill Edge referral
What is $20?
How do you submit missing revenue credit ticket
What is Checs?
(Found on -FCO-My Performance-Help-Checs)
What is the revenue of a booked auto loan
What is 250?
The percentage for digital revenue on the RB dashboard
What is 30%?
How much revenue is paid for deposit growth per $1,000?
What is $14.00?
What is the revenue paid for credit growth for a home loan per $1,000?
What is $6.00?
When is quality received for a consumer rewards savings
What is minimum of $500 rewards savings balance requirement is achieved at week 4?
What is the minimum opening amount required for a CD to receive credit
What is $5,000?
What is the total revenue credit that you can receive for a new consumer client who enrolls in online/mobile banking
What is 180?
How much credit growth is awarded for balance transfer?
What is 0?
The revenue value for a referral for a refinance for a home loan
What is 450?
The three ways that a client can become stair step 2
Two in any combination of the following definitions occurring in two consecutive months within 3 months of a trigger event:
- Direct Deposit of $250+ into DDA
-Recurring deposits of $750+
-Average balance of $1,500 Average DDA balance
What is the revenue credit for a consumer first CD?
What is $120?
What must you do in order to receive credit for client who had online banking online and enrolls into mobile banking
What is Click on discussed mobile banking on Interact under Online/Mobile Banking Setup & Maintenance ?
What is the tracking period for stair step movement
What is 13 weeks?
How do you pull up list of Merrill Edge Referrals
What is Interact?
Interact-Opportunities Management-Merrill Edge Referral Activity- Search for Merrill Edge Referral Activity- Retrieve
When is quality achieved for a consumer credit card balance transfer
What is balance transfer are initiated with a minimum of $500
What is the revenue credit for a business checking account
What is 500?
What must happen in order to receive credit for Online Banking Activation?
What is enroll client in digital with online ID & password from bank computer, client signs in to the "full bankofamerica.com website from non bank of America computer within 7 days of enrolling, and client signs in for a 2nd time at least one calendar day after the first login, but within 60 days of enrolling
If a client deposits $100,000 on Monday what is the latest day that a compensable event can happen for that client for to get the deposit growth
What is Friday
If you refer a client to an FSA for a quality rewards savings account and the FSA uncovers an home loan opportunity and refers to MLO for a home loan purchase application. The revenue the RB will receive
What is 875?
Can a client generate revenue for each definition met for stair step following a trigger?
What is Yes, for example a new to bank client who meets all three definitions within 13 weeks will generate $450 in revenue. (100+150+200) ?