Banker Sales Points
The amount of weight in the incentive plan covered by Banker Sales Points.
What is 60%?
The achievement cap in the incentive plan for One Referral Points.
What is 150%?
The weight in the incentive plan covered by Customer Experience.
What is 10%?
The points cap for new money at a per customer level (not a per account level.)
What is 400 points?
The first date the banker could complete the New Money Exception form for a new money deposit made on March 4th, 2026.
What is May 1st, 2026?
The amount of Banker Sales Points received for a new consumer or business checking account.
What is 175 each?
The amount of weight in the incentive plan covered by One Referral Points.
What is 30%?
The achievement cap for Customer Experience in the quarterly plan.
What is 100%?
The two relationship balance dates utilized when calculating the amount of new money for an account or deposit.
What are: The last day of the month prior to the deposit/account opening, and the last day of the month following the deposit/account. EXAMPLE: Deposit/account opened in March will utilize the February 28th household balances (including checking/savings) and the April 30th household balances.
The only system used to track and credit One Referral points for bankers in the incentive plan.
What is eRefer?
The amount of Banker Sales Points received for a new checking customer cross-sold Bill Pay or Digital Activation.
What is 60 points each?
The nine categories of referrals that earn One Referral Points for the banker in the plan.
1. Home Equity (125)
2. Mortgage (125)
3. Consumer Loan/Line (100)
4. Business Loan/Line (100)
5. HSA Referral (100)
6. Merchant Services / Treasury Management (100)
7. Business Banking (SBRM/BBRM) or Commercial (100)
8. Private Banking, Trust (100)
9. Mass Affluent (100)
The customer experience metric used for the banker incentive plan.
What is the Top Box Scoring YTD performance of "Satisfaction with Branch Experience" for teller and new account surveys in the banker's home branch.
The amount of points Billy Banker would receive in the Banker Sales Points for a CD opened with $30,000 new money when the prior end-of-month balance in the relationship (including checking and savings) was $20,000 and the end-of-month relationship balance the end of month following is $45,000.
What is 62.5 points? ($30,000 in new money, limited to the total relationship balance increase of $25,000: 25000*.0015+25=62.5)
The minimum total scorecard achievement required to receive payment in the quarterly banker incentive plan.
What is 90%?
The three components that ensure a banker receives banker sales points for a consumer or business credit card.
What is ensuring the correct Network ID is captured at the time of application, ensuring the card is activated/balance transfer completes no later than the month following the account opening, and ensuring the card does not close within the first 90 days.
The two categories that credit the most referral points in the quarterly banker incentive plan.
What are HELOC and Mortgage referrals?
The branch customer experience percentage achievement required to receive 100% credit in the banker incentive plan.
What is 88%?
The three qualifications of completing a New Money Exception form.
What are:
1. Proactive recommendation by the banker to bring external funds over to Associated Bank (must be documented by the Salesforce Opportunity before the deposit)
2. The funds are deposited into an existing savings product (no new account opening)
3. The amount of the deposit AND the amount of the positive change in the relationship balances exceed $10,000
The quarterly payout amount when the final scorecard achievement in the banker incentive plan exceeds 130%.
What is $3,000?
The definition of a new checking customer.
What is a business or consumer account where the primary customer on the account has not been listed as a sole or joint owner on a checking account on the last day of the previous calendar year (12/31/25.)
The colleague who should receive sales credit for the new money savings and CD in the following example: Tina uncovers an existing customer has a savings account at a competitor financial and recommends the customer work with their Mass Affluent banker, Joy and walks the customer over for an introduction. Upon working with Joy, the customer opens an Associated Relationship Savings account with $50,000 in new money and a 7-mo CD Special with $100,000 in new money.
Who is Tina? Joy should change the sales officer on the ARS and 7-mo CD Special to Tina in the system when opening based on the referral from Tina. Joy should also close the referral from Tina in eRefer as a closed-sale due to the $100,000+ in new money as a part of the conversation.
The customer experience score that gives bankers 0% credit in the incentive plan.
What is less than 84%?
The amount of new money crediting Bob Banker would expect in the quarterly banker incentive plan in the following situation: Bob Banker opens a customer an Associated Relationship Savings account with $100,000 on February 21st. The funds came from the customer's account at a different financial institution. The customer's household relationship balance (including checking and savings accounts) on each of the following days: 1/21/26 $35,000 | 1/31/26 $41,000 | 2/28/26 $130,000 | 3/21/26 $152,000 | 3/31/26 $128,000.
What is $87,000 in new money (Change in balance between 3/31/26 and 1/31/26 capped at the amount deposited into the individual account.)
The way Johnny Banker receives sales credit for a Workplace Financial Solutions referral to his BAW BDO.
BONUS from Manager Plan: The way Johnny's manager receives sales credit for Johnny's Workplace Financial Solutions referral to his BAW BDO.
What is Johnny receives 175 Banker Sales Points for each of the new checking customer accounts opened?
BONUS from Manager Plan: What is 100 Referral Points for the closed-sale referral of a new WFS Customer referred to BAW BDO with 25+ employees and at least 2 new accounts opened within 90 days.