ACTIVATION
Manager rule: if you sold it, you own it until this is confirmed in PERFORM.
What is posted activation?
Why five small account openings often lose to one deep relationship.
What is trailer‑driven revenue credit accumulation?
Referrals must be entered before this to earn revenue credits.
What is product opening or funding?
The tool that explains if a revenue credit didn’t post.
What is PERFORM?
Revenue credits are the currency used to calculate this.
What are Retail Incentives?
Revenue credits for many products post only after this happens, not at account opening.
What is activation or utilization?
The action top performers take before trailer dates.
What is proactively growing balances?
Referral discipline protects this part of banker incentives.
What are revenue credits and incentive payouts?
This is the best practice frequency for managers to review PERFORM.
What is weekly?
This must be met before any incentive payout occurs
What is the revenue credit threshold?
The biggest reason branches miss revenue credits despite strong sales.
What is the lack of follow-through after the sale?
This program is designed to acquire and retain deeper relationships by rewarding clients more, when they have more, with PNC. It will help Bankers gain more trailers.
What is Total Rewards?
A perfect referral is best described as being entered this way.
What is accurate and on time?
This is the difference, PERFORM, helps managers separate.
What is posting lag vs. missed credit?
The best way to grow incentives mid‑month.
What is focusing on high‑value products, activation, and balances?