Voyager #1
Where is the Voyager application located?
Top Left- in Retail Branch Favorites
Can a joint account be opened in voyager?
yes
New-to-Bank Prospect
Physically in branch but prospect doesn’t have time to complete account opening today.
Can we send a voyager link?
No. Do not use Voyager. Schedule in-person appointment or refer to PNC.com
What two tools should you use to schedule your day?
Outlook and WFM
What does your value (opening) statement to a decision maker have to contain?
Opening statements have a Purpose, Benefit, and Check
What is the Access code for Voyager?
Rtpnc@411
How will Voyager sales affect my branch Total Information Manager (TIM) sales figures?
Sales of Virtual Wallet resulting from the branch’s appropriate usage of Voyager are credited to the branch banker and the cost center to which the banker is associated.
Are tellers able to use voyager?
no
Tellers aren't approved to use the Voyager Form.
How many appointments should a banker hold each day?
2
Give us an example of open-ended and high-gain question to a decision maker ?
“If you could decrease turnover, what would that mean for your company?”
“If you could enhance your current employee benefits package, what would it look like?”
What account types can be opened thru Voyager?
Virtual Wallet
Virtual Wallet Spend
Virtual Wallet Select
Scenario: Client physically in branch but doesn’t have time to complete account opening today.
Can you send voyager link?
Yes! Inspect one form of Primary ID and verify ownership of an existing account. Then follow steps for sending Voyager email.
Each account will have a different opening account offer. What are the current offers?
Select $400
Spend $200
VW $100
What are three things that make a high gain question?
Speculate, Evaluate and Express feeling
Name 3 items you need to take to an onsite?
Pnc gifts
Surface Pro
Financial Journey Flyer
Virtual wallet offer flyers
What type of accounts can not be opened thru Voyager?
Savings, CDs
Money market, HYS, Business accounts
What must be verified before sending Voyager link?
one form of identification
What is the name of our University Banker for SCTX?
Olyvia Padua
What are all 5 tenents of the PNC Conversation?
Get Clear, Take Control, Grow, Plan & Protect and Create a legacy
Describe the choreography of an on-site?
Engage with as many people as you can.
The quality of your conversation lies in your ability to personalize your message to the needs of the prospect.
Remember, they don’t care about our product; they care about their problems.
✓ Always stand in front of the table, not behind it. Do not create a barrier between you and any prospects. ✓ Build rapport, smile, be personable, enthusiastic and show appreciation.
✓ Make it a goal to talk to everyone. Do not make assumptions of who will or won’t talk with you.
✓ Engage by building rapport and connect on visual cues
Which is the way to get the best results from sending a voyager link?
Shoulder to Shoulder walk-thru
Existing client.
Over-the-phone or virtual interaction, on a recorded line.
Can we send a Voyager link?
Yes! Follow appropriate Authenticating Customers Procedures to authenticate. Then follow steps for sending Voyager email
What is the current goal in on-sites per month?
2 monthly
What is PNC Mission Statement?
To make a positive difference
How many years has been celebrating Grow Up Great?
19 years