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Bank > Emails > Flashcards

Emails Flashcards

1
Q

When branch employees should not send an email

A
  • when purpose is to advertise or promote
  • they contain an ad AND a transactional or relationship message
  • they contain an invite to a special event, newsletter, or survey.
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2
Q

Who IS allowed to send emails

A

Marketing employees

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3
Q

What templates are available for emails

A
  1. Change of bankers
  2. Close the loop survey (manager only)
  3. Confirm appt details
  4. Follow up on conversation
  5. Follow up on outbound calling leads
  6. Intro to retail relationship banker
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4
Q

Who can approve sending a customer transactional or relationship ship email not included in templates

A

Retail sales manager

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Bank (14 decks)

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