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1. To: M&T Bank Commercial RMs
Commercial Risk and Service Management requests your participation in the following RM survey. Your responses will provide us with a better understanding of the regular tasks you perform, and the time you devote to them. The feedback you provide is extremely important in helping us evaluate current processes and procedures with the goal of maximizing your role as an RM.
The survey consists of approximately 30 questions, and should take about 10 minutes to complete. Please note that your responses are completely anonymous unless you choose to provide your contact information at the end of the survey.
Please assist by completing the survey no later than Wednesday, March 9th.
Again, your participation and feedback are very important to us and greatly appreciated. |
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| How much time do you spend in pre-call planning to meet with an existing customer? |
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| How much time do you spend traveling to and from sales calls in a week? |
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| How much time do you spend with the customer on a sales call? |
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| How much time do you spend in pre-call planning to meet with a prospect (including researching and profiling the customer)? |
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| How much time do you spend entering the call/effort information into SFA per customer/prospect? |
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| How much time do you spend researching or following up on customer problems/issues per week? |
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| On a department level credit? | | | | On a committee level credit? | | | | Comments: | | |
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| On a department level credit? | | | | On a committee level credit? | | | | Comments: | | |
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| On a department level credit? | | | | On a committee level credit? | | | | Comments: | | |
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| On a department level credit? | | | | On a committee level credit? | | |
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| How much time do you spend preparing a commitment letter per customer? |
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| How much time do you spend approving and maintaining Tier II credit facilities per quarter? |
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| How much time do you spend monitoring/administering catalog loans per quarter? |
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| How much time do you spend monitoring collateral exceptions and loan covenants per quarter? |
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| On a department level credit? | | | | On a committee level credit? | | |
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| On a department level credit? | | | | On a committee level credit? | | |
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| What aspect of completing the scorecard is the most time-consuming? |
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| On a department level credit? | | | | On a committee level credit? | | |
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| What is the most common reason for multiple drafts? |
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| How much time do you spend creating/modifying/approving CAPS carts per customer? |
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| How much time do you spend monitoring loan reports per month? |
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| How much time do you spend in meetings, training, committee involvement in an average week? |
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| How much time do you spend implementing and maintaining exception pricing and Account Analysis issues per month? |
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| Credit functions (loan analysis, writing memos, evaluating credit) | | | | Sales functions (sales calls, prep and follow up for calls) | | | | SFA | | | | Additional Administrative functions (e.g. CAPS, etc.) | | | | Other | | |
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| What task(s) do you perform that take significant time, but do not provide significant sales or customer relationship value? | | |
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| Last Name | | | | First Name | | | | Telephone Number | | |
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