Division Projects
Name any 2026 key division project/initiative
Refer-a-Friend, Legal Karma, Student Checking, Insuritas, 70th Anniversary Plan, CFS Insights, Savvy Money Instant Access, BPMO
What is the Gross Loan Production goal for 2026
$200MM
What 2026 initiative will help us get new members
Refer-a-Friend, Student Checking
How many Performance Goals will each employee load in ADP
2
What is the Net Worth Ratio goal for 2026
8%
This program rewards members for referring their friends/family
Refer-a-Friend
When the loan portfolio shrinks due to scheduled loan payments and early loan payoffs, this is called...
Loan Runoff
Ancillary Product Sales (payment protection/GAP) can help us drive more revenue to help make up for lost income from which fees
CP/NSF
Legal Karma will provide what self-service solutions to members
Wills/Trusts
**DAILY DOUBLE $30**
What is our target NPS for the Annual Relationship survey
60
This new product/service will help bring in younger members
Student Checking & Student Debit Card
What is our Core Deposit Growth goal for 2026
$15MM
Your referrals in this area contributed to a $50k increase in revenue in 2025
Wealth Management Referrals
**DAILY DOUBLE FOR $50**
Explain why CU does not have a Net Loan Growth goal for 2026
Loan runoff will outpace production/reducing indirect loan volume/credit quality/COF-profitability
What is the gross member production goal for 2026
1,200
Turning on "Instant Access" expands our service capabilities through which existing digital partner
Savvy Money
What deposit category are we reducing to $3.5M by year-end, requiring us to grow in other deposit products
Raisin
How did closing over 3,000 inactive accounts help the CU
$400K expense reduction
What is the Net Loan Growth goal for 2026
-4.59%/flat/no growth
57 is a Corporate Goal metric for what
Employee Engagement