Scorecard
This is the total number of individual metrics that comprise the BM Scorecard
6
This is the number of individual metrics that make up Red Key
3
Approximately the size of a billiard ball, this bird has the largest eye of any land animal
Ostrich
This report dives deep into individual Financial Wellness Review conversations held with clients
FWR Coaching
These metrics are worth 35% of the Personal Banker Scorecard
Financial Wellness Credits & Primacy
The percentage to goal required to achieve the New Balance Growth portion of Red Key
100%
This animal has transparent eyelids so they can see underwater
Percentage of weekly leads expected to be dispositioned by all bankers
100%
These metrics are worth 15% on the Branch Manager Scorecard
SB Households, Client Experience, FWC, & Branch Investment Production
RAD % to goal required to achieve that portion of Red Key
80%
This refreshing mint was named because of the sound its container makes when opening and closing
Tic Tacs
This report even provides a map of your BoB while drilling down into the details of your branch's client relationships
Branch Net Household Report
This is the total amount of branches nationwide shown on the scorecard
986
This report drills down into the specifics of the RAD exceptions a branch has received
RAD Test Pass/Fail Report
On this planet, sunsets are blue
Mars
Percentage of New Accounts that have a FWR in Northern thus far for 2022
66%
As of this week, the Northern Area is currently ranked this number in the nation
47
The total number of branches that achieved Red Key for Q1 of 2022
224
This was the year that the first TV commercial aired
1941
In order to be Signature Circle qualified as a BM in Northern for 2022, these two things need to be achieved
Top 11 in the East & Red Key achieved at least one quarter of the year