WPB
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?
Where do we schedule and record On-sites?
In Edge.
What is Voyager?
Platform used to open accounts at On-sites and
other out-of-branch needs.
What is the monthly Direct Deposit Waiver without WPB for the Virtual Wallet Performance Spend account?
$2000
Which code can you not add after account opening?
The promotion code for cash offer (WP233).
What two codes do we enter at account opening to give the customer all the WPB benefits?
The WPB code and the promo code
Where can we conduct an On-site?
Any company, but Micro-Segment is out primary target
Who can access Voyager in the Branch?
Bankers, Assistant Managers and Branch Managers
What is the Mortgage Closing Benefit for WPB clients?
$300 to their checking account after a new or refinanced mortgage is closed.
What is the Micro Segment Code?
888888888
Which accounts types qualify for WPB benefits?
Performance Spend and Performance Select
How do we open accounts at an On-site?
Voyager
Who can access Voyager Outside of the branch?
Only Branch Managers.
What is the cash bonus for Performance Select?
$400
Where can we print flyers?
What amount of direct deposit does the VW performance spend need if you code it with WPB code?
$1000
Who do we refer to when it is a target industry and over 1 mil?
OFW Team - Lesly Garcia or Doris Vela
What are the 3 type of customer choices in Voyager?
Student, WorkPlace and Mass.
What is the cash bonus offer for Performance Spend?
$200
What is the internal strategy?
In-branch, coding accounts as WPB and leveraging the benefits
What amount of direct deposit does the VW performance select need if you code with WPB code?
$5000
What is the ultimate goal while at an onsite?
Gain new households and create opportunities for lending, PNCI, mortgage and possibly business banking
What is the Password to Voyager?
WpbPnc@123
What is the Check benefit for the VW Spend account?
30 Free Promotional Checks & a $5 discount on future check orders.
What is external strategy?
Out of branch, canvassing/calling to conduct onsites at place of business