Orientation Essentials

InfoMinute Seminar

Fill the Filing Cabinet Workshop

The bat has been passed to a new roster of MembershipCoOrdinators.&nbsp;
Swing for referrals!

Roswell 400

Decatur

Marietta Square

North Fulton

North Gwinnett

North Point

Peachtree

Peachtree City

Downtown Woodstock

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Newnan

South Gwinnett

Tuesday MembershipCoOrdinator Training

Often when a client comes in that wants to open a new business account, they may have already registered with the Secretary of State to get their TIN # but seldom do that have all the supporting documents needed to open a business bank account. Renasant Bank makes it easy. We have a printed list of all the business accounts that we open @ branch level and I provide the Client with that. It is very simple as it breaks it out by type of buiness you have, (Corp., LLC, Sole Prop., ) &amp; with each business it list all of the required documents needed before we can proceed in opening your new checking account. The same checklist is then again used before the client leaves to ensure we have all the documents as well as all of the signers on the account before submitting to our back office for approval. Once this step is completed, we then can upload the account and it now active.&nbsp;

Some Teams have a policy that a New Member isn’t scheduled for a&nbsp;7-Minute until they’ve completed all five courses of the mentoring program.
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<li>What do you track with your clients that lets you know they&nbsp;are ready to take the next step?</li>
</ul>
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Reports | Method | PowerCore.net

Reports | Method

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Bill Cox

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