What is happening between March 3rd and August 30th

The name of the new Human Resources Information System (HRIS).

This is the name of one of the three training phases for the Wealthview Banking system transition

The section on STARS toolbar where you assign the new portfolio number to a non-member, that has now become a member.

If you bring the money in we’ll invest more in marketing campaigns and tools to support you.

This is the "Low frills" 5 years closed mortgage promo rate

This is located in MyHR under the ‘Landing Page’ > ‘Things I Can Do’ (top right)

This is when the Wealthview Warm-Ups will be available on TLC

The individual ( position) who is now recorded as the Sales Recipient on either an Online Brokerage account/ Mut Fund Portfolio Solution/ Full Serv Inv Advice

RSP / TFSA / FUM …..RSP/TFSA/FUM/…..RSP/TFSA/FUM

This is the mortgage incentive fees for the 5 years fixed rate

This section of the Supervisor Time Management portal is where you can view your employees’ annual paid leave entitlements for Vacation, Sick, Personal, Floater and Paid Volunteer Day.

This is the proposed conversion weekend

The portion of my Pipeline that is reported as likely to close.

We need a strong Q1 as our core banking system conversion and our new Ottawa corporate office will be disruptive further out in the year.

This rate is offered for new business only on the secured line of credit

This is where an employee submits a request for ‘planned time off’ including Vacation, Floater and Paid Volunteer Day?

This is the number of critical periods resulting in vacation freeze.

On STARS - The portion of my Mortgage Sales that is used to pay out a competitor.

It’s a two way street on closing the FUM Gap: Bankers – start thinking like adjudicators – the deal submissions should be completely clean. Adjudicators – take more time to provide the questions that need to be answered to close the deal

What is a the max ltv for a Secured line of credit at the Bank?

This section of the Supervisor Time Management portal allows me to assign approvals to another supervisor on a temporary or ongoing basis.

The person who is responsible to lead “People” through transition in your branch?

The Pipeline report used to view branch and individual pipeline reporting from the first of the month.

A greater degree of self- confidence and pride in the organization is evident and that’s translating to the quality conversations staff are having with members, backed up by a stronger offering.