Author : California First Bank, San Diego, Calif
Publisher :
ISBN 13 :
Total Pages : pages
Book Rating : 4.:/5 (142 download)
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.