Joining a bank platform

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May 27, 2009 11:07 am

On June 1, I will join a bank platform that uses Raymond James.

My first few days will be spent being introduced to all of my branch personal- 5 branches, getting used to the system, paperwork etc.

I will have B cards and letterhead on day 1.  I have submitted a bio and will get a head shot for publication in local papers.

I have asked for a bank statement insert announcing my new position, a letter to all shareholders in the area (regional bank) and a personal introduction to the advisary board members.  I will attend each branch's loan pipeline meeting and have been told to expect joint client calls with lenders and personal bankers.  Referral compensation system is already in place.  We have talked about discounting loan rates vs referred investment assets going into fee based accounts and being used as additional collateral for loans.

What else should I be doing, what else can I reasonably ask for ?

What are the issues I should look out for ?

Thank you !

May 27, 2009 11:18 am

Who are you going to call on your first day to set up appointments?  What lists can you call on?  Maturing CD lists?  Large deposit lists?


All that other stuff you mentioned is in ADDITION not in substitution to your basic primary duty.  You need a list to call on to introduce yourself and ask for the appointment.
 
Don't forget what I already shared with you here:
http://forums.registeredrep.com/forumposts.asp?TID=8977&KW=bank&PID=142161#142161
May 28, 2009 6:17 pm
exUBS:

On June 1, I will join a bank platform that uses Raymond James.

My first few days will be spent being introduced to all of my branch personal- 5 branches, getting used to the system, paperwork etc.

I will have B cards and letterhead on day 1.  I have submitted a bio and will get a head shot for publication in local papers.

I have asked for a bank statement insert announcing my new position, a letter to all shareholders in the area (regional bank) and a personal introduction to the advisary board members.  I will attend each branch's loan pipeline meeting and have been told to expect joint client calls with lenders and personal bankers.  Referral compensation system is already in place.  We have talked about discounting loan rates vs referred investment assets going into fee based accounts and being used as additional collateral for loans.

What else should I be doing, what else can I reasonably ask for ?

What are the issues I should look out for ?

Thank you !

 
 
meet with product wholesalers, take your branch managers out to lunch, and get ready to make lots of $$$$$$$$$$$$$$
May 28, 2009 8:35 pm