Download or read book Trust Marketing Recognition and Incentive Programs for Commercial Bank Officers written by Laura M. Waggoner and published by . This book was released on 1981 with total page 238 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Referral Reward Program for Personal Trust Services Designed for Bank Employees Other Than Personal Trust New Business Officers written by Joshua A. S. Young and published by . This book was released on 1982 with total page 39 pages. Available in PDF, EPUB and Kindle. Book excerpt: In addition, three prize drawings with seven prizes each were added to the program. The kick-off occurred with a letter from the CEO to all employees, followed by the referral reward kit. Administration of the program was aided by a computerized system which produced two monthly reports: the first listed referrals in date order by trust salesperson and the second showed referrals by group, division, department and referror. This led to a computer tracking system for all leads from ads, direct mail, third parties, etc. In 11 months of 1981, the program produced a 600% increase in leads (694) and a 200% increase in revenue ($264,000) from internally referred trust accounts. The program will continue in 1982 with the inclusion of bank retirees and a bank-wide product education/customer needs program on the trust area.
Download or read book Trust Management Update written by and published by . This book was released on 1983 with total page 348 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Masters Abstracts written by and published by . This book was released on 1982 with total page 564 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Money to You Trust Marketing Program written by Union Bank, N.B.D., Grand Rapids, Mich and published by . This book was released on 1988 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The bank defined profitable markets and services for the department and set goals to incrase income and assets. A program for trust business development officers was set up and non-trust employees made referrals through a program called "Money to You". All of the program's goals have been exceeded over the past three years and NBD Bancorp, NBD Grand Rapids' parent, has given the bank the NBD Bancorp Trust Referral Program of the Year Award.
Download or read book The Development of a Marketing Program for Trust Business in a Large Commercial Bank written by George L. Risien and published by . This book was released on 1974 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Trust Referral Program Trust Prospect Pursuits written by California First Bank, San Diego, Calif and published by . This book was released on 1986 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: California First Bank developed a referral reward program to encourage retail customer contact employees to identify potential trust clients for follow-up by a trust officer. An educational and training program was implemented to familiarize employees with trust department services and procedures. Any contact employee who makes a qualified referral is entered in a monthly sweepstakes drawing. The winner receives an all expense paid mini-vacation for two to a choice of five California destinations. Additional prizes are awarded for referrals resulting in a person to person interview with a follow-up prize, when a personal trust account is opened.
Download or read book Private Banking New Business Incentive Program written by Chase Manhattan Bank and published by . This book was released on 1984 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Chase Manhattan Bank's Private Banking Group introduced a corporate-wide employee incentive program to support its marketing. All Chase employees are eligible to participate in the "Millionaire's Club." Employees must generate significant current and future fee business to qualify; currently 162 Chase employees belong. Top producers are given quarterly and annual prizes, such as vacation trips. The sales staff incentive program rewards employees with incentive compensation after they have sold 150% of their salaries in current fees and 15 will appointments. Since the inception of the Millionaire's Club three years ago, there has been a 300% increase in new current fees. The sales staff incentive program has also been very successful. The Private Banking Group has gained increased support, visibility, and sales.
Download or read book Marketing of trust services by commercial banks written by Harry J. Wyman and published by . This book was released on 1973 with total page 134 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Bank Marketing written by and published by . This book was released on 1992 with total page 284 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The National Banker written by and published by . This book was released on 1922 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Turn in a Friend Program written by Wachovia Bank and Trust Company and published by . This book was released on 1984 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: To increase new business via employee referrals, Wachovia instituted the Turn in a Friend program in 1982. Program goals were set at a 20% quality referral increase in 1982, and 10% increases for each year thereafter. Special emphasis was placed on encouraging non-customer-contact staff to participate. A low-cost incentive program was introduced which featured cards for each employee referral, monthly individual prizes, monthly recognition of the most and least successful departments, concert tickets, and a sweepstakes. A monthly newsletter indicated Turn in a Friend's progress. The program exceeded all expectations: in 1982 alone referrals increased 140%.
Download or read book Trusts and Estates written by and published by . This book was released on 1984 with total page 860 pages. Available in PDF, EPUB and Kindle. Book excerpt: Includes proceedings and reports of conferences of various financial organizations.
Download or read book Professional Education Analysis of a Successful First Year written by First Bank and Trust Company, Marietta, Ga and published by . This book was released on 1978 with total page 10 pages. Available in PDF, EPUB and Kindle. Book excerpt: The merger of two $40 million banks made a formal training program both practical and necessary, and the decision was made to expand the program to include long-term training. The program had five phases: (1) officer training, (2) employee training, (3) reward and recognition of one outstanding staff member each month, (4) ongoing training with the appointment of a training coordinator and the development of service manuals, and (5) promotional and advertising efforts highlighting the staff's new professionalism. In every instance where training was tied directly to profit plan goals, the goals were attained.
Download or read book The Journal of Commercial Bank Lending written by and published by . This book was released on 1990 with total page 872 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Increasing Motivation of Account Officers to Perform More Effective Commercial Business Development Calls in a Billion Dollar Bank written by Elaine P. Boomer and published by . This book was released on 1983 with total page 64 pages. Available in PDF, EPUB and Kindle. Book excerpt: In 1981 a study was conducted by a professional research firm to determine the First American Bank of Virginia's position in the northern Virginia corporate market. The study determined that they were the dominant bank in the corporate middle market share ($2-4.9M), but needed to increase their market share in the larger market ($5M and over). As a result, the bank developed a marketing plan to increase the effectiveness of officer business development calling efforts. Marketing strategies would involve researching the general market, best commercial customers, and prospects to determine account officer effectiveness and frequency in calling efforts. The training and education program included: advanced sales training, sales training refresher course, product knowledge seminars and seminars on cold calling. A proposed incentive plan is also discussed. Charts, tables and questionnaires are included.
Download or read book Federal Home Loan Bank Board Journal written by and published by . This book was released on 1989 with total page 344 pages. Available in PDF, EPUB and Kindle. Book excerpt:
