| Getting Down to Business | Bank@Work-ing Hard | Around the Corner | Operationally Sound | Banker Scorecards |
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What is the Business Checking Selection Tool?
An updated/new tool detailed on the October 12th Daily ABC's - it is handy to use when trying to decide which product would best fit a customer.
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What is 1500?
The bank at work promo code used in SalesPRO to ensure the account codes correctly as a Bank@Work account in our reporting.
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When is October 20th - January 2019, in waves?
The timeframe we can expect the Business Online Platform upgrade.
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What is the Proactive Customer Communication?
A requirement by the OCC, after each account opening, we send out an email (if address is on file) or a letter to the home address to ensure the customer intended to open an account.
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What is the 2018 CBB Banker Scorecard Achievement Calculator?
The best option for a Banker I (who does not receive an official Banker Scorecard) to use to calculate out a hypothetical scorecard.
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What is November 30, 2018?
The date by which all business loans must BOOK in order to count for 2018 credit.
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What are transferring from an external bank, transferring from an Associated account, and debit/credit card?
The three methods to fund an account opened via uOpen.
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What is November 1st - December 31st?
The dates of our upcoming annual SAFE ACT Renewal Process, required for all NMLS Registered colleagues to complete.
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What is the Adverse Action Notice, and 25 months?
The form that must be provided anytime we decline an account opening due to IDVerify or Qualifile purposes, and how long it must be retained in the branch.
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What is Branch Identity?
The thing that impacts Banker Scorecard category weightings in CBB.
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What is Bundle it with Merchant!?
Fine Print: Waive the monthly maintenance fee on: Basic Business Checking (063) Business Checking (372 & 064) Nonprofit Checking (065) Public Funds Checking (066) Reminder to submit a Service Request if the Business DDA was opened prior to 1/1/18 See Business DDA with Merchant Bundle – Date Override SOP
A new way to waive the business DDA monthly service fee on our accounts.
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What is iPad, email, or phone?
The three non-paper application methods of off-site account opening.
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When is October 31st - November 9th?
Our colleagues' benefits enrollment period.
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What is "write the name of the person whose signature you are notarizing in “by” field?"
Would also accept: Updated Notary Program Review form; added fields for Commission Expiration Date, Branch Name, and Branch Number.
An Notary update made during the October 5th SOP Updates.
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What is $2000 - $10,000
The range of incentive payouts available on our current-year banker incentive program.
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What is $950?
The amount of money a customer is able to "save up to" on Clover packages with the 4th Quarter business promotion.
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What are Officer Code, Branch Number and BAW Master List ID #?
Three items the banker must provide to the Virtual Sales team when calling in for an account opening.
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What is online appointment scheduling, new scheduling tool for branches, better use of float resources, ease of timekeeping services, and other streamlined services (like linking to cell phones for clock-in and clock-out)
One capability of our upcoming NEW workforce management program.
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What is the POD form, and an updated/new signature card/other account documents?
The forms needed when adding Beneficiaries to an existing account.
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What is 25th percentile and above?
Incentive is paid out based on stack ranking of all banker scorecards to those in these percentiles.
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What is the Visa Business Cash Card?
Up to 3% cash back on purchases, 3% on office, phone, internet, 2% on restaurants and gas, 1% on all other purchases, 0% for 6 months, no annual fee describes this credit card option.
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What is Direct Deposit, Change Automatic Withdrawal, and Authorization to Close Account?
The three forms included in the 3-Step Switch Kit.
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What is "effective Monday October 1, 2018 for loans of $150,000 or less a Guaranty Fee (2% of the guaranteed portion of the loan) will need to be collected and remitted to the SBA."
A recently updated Impact for small business loans backed by the SBA.
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What is show empathy, offer support, and ask for the person to bring a death certificate to the closest bank branch? (NOTE: Per the SOP, we are NOT to complete the Decedent Notification SR for a verbal-only notification.)
How we should respond to someone who calls to notify us of a deceased customer.
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What are companion sale points (I), cross-sell (I), branch revenue growth (T), consumer household acquisition (T), and customer experience (T) measurement.
I = Individual Results T = Team Branch Results
The five metrics (categories) that impact a banker scorecard in CBB.
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