A
Code for HOST
Di86
Give three ideas/ways you can uncover and schedule an onsite opportunity?
1. High Gain Questions
2. Internal i.e. MC Leads, Call Blocks and Lobby Management
3. External i.e. Networking, Canvassing and COIs
What does RAC stand for?
Refer a Coworker
Where can we print flyers?
What is the internal strategy?
What do you do when you see a business writing checks?
Refer to BM/VPA to get direct deposit
What do you do when person is cash a check?
Get Gatekeeper's name, number and introduce WP
Which accounts types qualify for WPB benefits?
Performance Spend and Performance Select
If you forget to add the cash bonus code (WP322) can you enter it later?
The banker cannot, but the RM can. Send an email request to RM
What do you do when you see a runner come into the branch?
Get Gatekeeper's name and #
What are the four benefits of WPB for VW performance spend and select?
$100 CC offer, $300 mortgage closing, RAC($100 per referral up to $1000) and either a $200 or $400 bonus with direct deposit.
How many financial literacy classes do we offer?
27
When does RAC end?
Dec 31st
What is the cash bonus offer for Performance Spend?
$200
Who do we refer when it is a target industry and over 1 mil?
OFW Team - Doris Vela
What is external strategy?
Out of branch, canvassing/calling to conduct onsites at place of business
What is the cash bonus for Performance Select?
$400
What is the ultimate goal while at an onsite?
Gain new households and create opportunities for lending, PNCI, mortgage and possibly business banking
What amount of direct deposit does the VW performance spend need if you code it with WPB code?
$1000
When we are helping a customer open a new DDA, What questions should we ask them?
Where do you work? Do you receive direct deposit?
Fort Bend
7423058211
What two codes do we enter at account opening to give the customer WPB benefits and what two account types would we use?
88-8888-8888 & WP322
VW performance spend and select
Memorial Hermann
7420458062
Amazon
5601215961
What amount of direct deposit does the VW performance select need if you code with WPB code?
$5000