2025 YTD Results
Branch with the largest number of TNMs booked in 2025?
Who is Cerritos
(3,453)
Branch with the highest NTB MSR in January
Who is Long Beach Vons (100.00%)
The combined deposit balance cap per sales employee per primary customer, per branch each quarter
What is $250,000
The minimum Branch Satisfaction score need to be eligible for Top Producer?
What is 85%
Whose work anniversary is closest to today?
Who is Sandy Aguilar
Happy 41 years today!
Branch with the lowest percentage of TNMs coming from deposit TNMs
Who is Avalon
(70.8% of TNM from Deposit TNM)
Branch with the highest number of verified business referrals in January?
Who is Naples
2 Verified Business Referrals
The card value generated for a new business credit card open, activated and used for the business owner and 2 employee cards
What is $1,750
Name the 5 BM routines?
What is Daily Huddles, Banker Warm ups, BM Floor Managing, Banker Debriefs, 1:1 observations and feedback all day
How many miles is the Avalon branch from Long Beach? (to the closest mile)
What is 22 miles
Branch that generated the largest amount of TNM Revenue in 2025?
Who is Rancho Palos Verdes
$3,192,267
Branch with the highest business credit card prescreen in the district?
Who is Long Beach East or Seal Beach Pavilions
(tie @ 100.00%)
The deposit SSV generated on a brand new consumer checking account client who opened a new checking account with an average daily balance of $10,000 at the end of the subsequent month following account opening
- $10,000 * 5% = $500
- new client bonus of $200
= $700
Name the four GLAM priorities for 2026?
What is growth, partnerships, people and culture, expense management
What is the total FTE for the district? (to the closest whole number)
What is 107
Branch with the highest total of NTB MSR in 2025?
Branch with the highest credit card SSUs per FTE
Who is Signal Hill
3.7 SSU/FTE
The scorecard weighting for deposit portfolio category?
What is 15%
Name the branch in LA South Bay with the best Net DDA total 2026 YTD?
Who is Long Beach Ralphs (+40)
How many district Champions do we have in LA South Bay?
What is 20
12 BM champions for scorecard categories + 3 BMs for district focus categories + 5 CRC champions
Branch with the highest total of leads and alerts called in 2025?
Who is Cerritos
Alerts - 3,573; Leads 2,264 = Total 5,837
Branch with the highest total number of Loan SSUs?
Who is Los Alamitos Katella
(9 loan SSUs)
How many cohorts are there that impact California branches? (HINT: this is a trick question)
What is 16
(8 traditional cohorts; 8 instore cohorts)
(Hope you did your complaint training...)
What is the official name of the branch complaint referral you send to the centralized complaint department?
What is Enterprise Complaints and Customer Assurance Case Referral?
What is LA South Bay performance to goal for BARK/client retention in January? (Hint: Remember the scorecard caps of 85%min/125%max)
What is 108.11%
#1 in California