APRIL 1 - OCTOBER 31, 2021
HOW TO WIN Identify and refer qualified prospects. Referrals that result in enrollment in Private Banking will receive one entry. To be considered enrolled, the client MUST OPEN and maintain a Premier Elite Checking account and satisfy one of the criteria below: • $50,000 in consumer balances • $150,000 in combined consumer deposits and consumer loan outstandings (non-mortgage) STEP 1 : Confirm your division and job family is eligible to participate DIVISIONS: COMMERCIAL REAL ESTATE, COMMERCIAL BANKING, CORE BANKING, CORE COMMERCIAL JOB FAMILIES:
• Business Banking Representative • Business Banking Team Lead • Business Center Manager • Commercial Banker
• Assistant Branch Manager • Branch Manager • Branch Relationship Banker • Business Banking Area Manager
• Commercial Banking Manager • Commercial Banking Team Lead • Commercial Banking Regional Director • Corporate Banking Manager
• Portfolio Manager • Regional Director – Real Estate • Relationship Banker • Senior Director of Real Estate
STEP 2: Identify Private Banking prospects in your portfolio and pipeline STEP 3: Submit a PWM – Private Banking Lead Link referral for each prospect STEP 4: Coordinate an introduction with your assigned Private Banker
IMPORTANT: For introductions that result in a qualified Private Banking enrollment, participant will receive one contest entry. The grand prize will be awarded to the participant with the most contest entries. Division prizes will be awarded by drawing. All contest participants are eligible for only one prize.
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