Employee Referral Portal

#BetterTogether – Enter your referrals in the form below

Frequently Asked Questions

The Employee Referral Portal is a tool for all First Federal Employee’s to input referrals made through discovery conversations with family, friends and potential new FFBKC customers.

A referral is an act of referring someone for consultation, review, or further action on behalf of a product or service.

A closed referral is a referral that was input into the Employee Referral Portal and has moved into a closed status. We have gained the product or service for the bank.

All admin, remote, and retail employees will utilize this tool to input a referral on behalf of an existing or new FFBKC customer. This is our starting point for interdepartmental communication, provides tracking, and allows for incentive payout opportunities.

Examples below of when to use and not use the referral portal:

  • USE: Admin employee speaks with a neighbor about an Auto Loan. Their neighbor decides it is the right time to start the refinance process. Employee will gather name, number, email, best time to contact, and any additional important information. The admin employee is now ready to input this information into the Employee Referral Portal.
  • USE (RETAIL EMPLOYEES ONLY): Employee has been working with a customer on moving their checking account to FFBKC. Customer decides to pull the trigger. Banker opens the new checking account and AFTER accounts have been opened enters referral into the Employee Referral Portal. *Note: You will still need to add this new customer to your Book of Business as this is not to be used for your own personal tracking record.
  • DO NOT USE: A customer calls the bank and asks about a product that is not offered in your department. Please transfer the call or email to the correct department, this is not considered a referral.
  • DO NOT USE: A prospect calls in to the bank and asks about starting a relationship with the bank. Please transfer the call or email to the correct department, this is not considered a referral.
  • DO NOT USE: You speak with a friend and they mention their banking relationship is at another bank. They don’t show any interest in a product at our bank and they do not provide you their contact information for the purpose of being contacted by a bank representative. In this case, the prospect has not confirmed interest in being contacted. This is not considered a referral.

It is critical to collect a valid email. Incentive payout tracking is based on the email field. There are rare cases when a customer does not have an email address. Leave the field empty and check the No Email Address box. The information you input here goes to HubSpot, that system uses email as the primary tracker for customer records. In these rare cases when the customer does not have an email address, a valid phone number must be provided, in lieu of email. Never input a fake email or branch distribution address.

This is our only way to track our employee referral efforts to ensure incentive payout to our employees.

Admin and Remote:

  • Closed Mortgage Referral: $250
  • Closed Consumer Loan or Deposit Referral: $10 Amazon Gift Card

Retail Employees ONLY: New payout amounts are based on all referrals entered after September 1, 2021.

  • Closed Mortgage Referral: $250
  • Closed Home Equity Line of Credit: $50
  • Closed Installment Loans (Auto and Upstart): $25
  • Opened New Checking Customer: $25

*Manager has discretionary authority to approve additional incentive as deemed qualified. Please refer to the FAQ for a complete, detailed explanation on how products earn immediate incentive/payout. All products booked must be tracked and input to the Employee Referral Portal. These incentive payouts can be changed or modified at any time, without notice, by a member of Senior Management.

Yes, if the deposit relationship is opened after the mortgage or loan referral is entered.

No, if they are interested in opening both at the same time. Use one referral form and check both product boxes. ONLY check two boxes.

The notes section is where you provide background on the customer’s needs and the story related to this referral. This section is the most important piece of information you can provide our experts to understand why they are calling to offer assistance.

You have a 30-day window to input a missed referral. If you have surpassed the 30-day window; the incentive will not be paid out.

You will receive the incentive payout for all closed referrals you submitted by the 1st pay period of the following month.

If the referral form is not populating within Internet Explorer, please re-open it within Google Chrome, Mozilla Firefox, or another browser. There are compatibility issues with HubSpot forms and Internet Explorer.

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