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A Referral Reward Program For Personal Trust Services Designed For Bank Employees Other Than Personal Trust New Business Officers
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Book Synopsis A Referral Reward Program for Personal Trust Services Designed for Bank Employees Other Than Personal Trust New Business Officers by : Joshua A. S. Young
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.
Book Synopsis Trust Referral Program, Trust Prospect Pursuits by : California First Bank, San Diego, Calif
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 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.
Author :American Bar Association. House of Delegates Publisher :American Bar Association ISBN 13 :9781590318737 Total Pages :216 pages Book Rating :4.3/5 (187 download)
Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates
Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Download or read book Trust Companies written by and published by . This book was released on 1980 with total page 1094 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Trust Marketing Recognition and Incentive Programs for Commercial Bank Officers by : Laura M. Waggoner
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:
Book Synopsis Solicitation of Personal Trust Business for a Metropolitan Trust Department by : J. David Lynch
Download or read book Solicitation of Personal Trust Business for a Metropolitan Trust Department written by J. David Lynch and published by . This book was released on 1961 with total page 230 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 1996-07 with total page 548 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Security Trust Achievement Rewards - the STAR Program by : Security Pacific National Bank, Los Angeles
Download or read book Security Trust Achievement Rewards - the STAR Program written by Security Pacific National Bank, Los Angeles and published by . This book was released on 1979 with total page 10 pages. Available in PDF, EPUB and Kindle. Book excerpt: STAR (Security Trust Achievement Rewards) was the first motivation program of its type implemented by a major trust institution. It was designed to develop employees' product knowledge and sales skills, and provide a program which recognized and rewarded individuals' efforts to achieve established sales and performance goals. The program was two-tiered: the first level was for vice presidents, office managers, and trust advisors and administrators; the second level was for all nonmanagement trust personnel. Results were excellent with a 230% increase in fee income over the previous year, 544 new accounts, 109 upgraded accounts, and 187 accounts that had an "addition to corpus." All employees learned more about personal trust services and morale and communication greatly improved.
Book Synopsis SEC Docket by : United States. Securities and Exchange Commission
Download or read book SEC Docket written by United States. Securities and Exchange Commission and published by . This book was released on 2004 with total page 1048 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Working Mother written by and published by . This book was released on 1993-10 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: The magazine that helps career moms balance their personal and professional lives.
Book Synopsis Turn in a Friend Program by : Wachovia Bank and Trust Company
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%.
Book Synopsis ABA Banking Journal by : American Bankers Association
Download or read book ABA Banking Journal written by American Bankers Association and published by . This book was released on 1998 with total page 1144 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis Plunkett's Banking, Mortgages and Credit Industry Almanac 2006 by : Jack W. Plunkett
Download or read book Plunkett's Banking, Mortgages and Credit Industry Almanac 2006 written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2005-11 with total page 482 pages. Available in PDF, EPUB and Kindle. Book excerpt: A key reference tool for the banking and lending industry, including trends and market research. Provides industry analysis, statistical tables, an industry glossary, industry contacts, thorough indexes and in-depth profiles of over 300 leading companies in the industry. Includes CD-ROM.
Book Synopsis Banking Service by : Rhode Island Hospital Trust Company (Providence)
Download or read book Banking Service written by Rhode Island Hospital Trust Company (Providence) and published by . This book was released on 1922 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Book Synopsis The Almanac of American Employers 2007 by : Jack W. Plunkett
Download or read book The Almanac of American Employers 2007 written by Jack W. Plunkett and published by Plunkett Research, Ltd.. This book was released on 2006-10 with total page 712 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book will help you sort through America's giant corporate employers to determine which may be the best for corporate employers to determine which may be the best for you, or to see how your current employer compares to others. It has reference for growth and hiring plans, salaries and benefits, women and minority advancement, industries, locations and careers, and major trends affecting job seekers.
Book Synopsis The SAGE Encyclopedia of Business Ethics and Society by : Robert W. Kolb
Download or read book The SAGE Encyclopedia of Business Ethics and Society written by Robert W. Kolb and published by SAGE Publications. This book was released on 2018-03-27 with total page 4074 pages. Available in PDF, EPUB and Kindle. Book excerpt: Spans the relationships among business, ethics, and society by including numerous entries that feature broad coverage of corporate social responsibility, the obligation of companies to various stakeholder groups, the contribution of business to society and culture, and the relationship between organizations and the quality of the environment.
