Scorecard
How does an account become active
1 credit and 5 debits in a calendar month
Who is our ROM
Roberta Salway
Who is our Merchant Services Partner
Kristin Rayburn
What does GUEST stand for
Greet them, Use their name, Eye Contact, Smile and Thank Them
Name the UB offices
Merrillville, Schererville, Flossmoor, Hegewisch and Darien
Name all 5 scorecard metrics
Consumer Deposits, Consumer Lending, RBB, Net New and Active Checking
What was your office's July Ops Scorecard percentage
601 - 100%
602 - 91%
603 - 97%
610 - 100%
615 - 100%
622 - 92%
623 - 90%
636 - 80%
Who is our Workplace Banker
Mark Mathley
What is our NPS goal
60%
Which office is a POD Design in Lakeshore South
Schererville
What is your office's Consumer Lending Goal for Q3
601 - $255,339
602 - $991,124
603 - $778,760
610 - $182,966
615 - $744,966
622 - $586,155
623 - $113,115
636 - $510,703
When do you need to attest to the Monthly Branch Audit
By the 10th of the following month
Who is our Treasury Management Partner
Deb Milne
What is the First Step in Personal Phone Verification
Customer First and Last Name
Name all 8 Lakeshore North offices
Bourbon, Demotte, Highland, Ridge Road, East Chicago, Palos Heights, South Holland, Valparaiso
What is your office's RBB Goal for Q3
601 - $25,000
602 - $ $73,320
603 - $67,450
610 - $25,000
615 - $97,941
622 - $57,565
623 - $27,887
636 - $209,733
Name 4 Categories on the Monthly Branch Operations Scorecard
Avg. # Offages per FTE (10%)
Avg Net $ Offage per FTE (10%)
BC C3 Order and Fulfillment violations ( 10%)
BC CTR Errors (5%)
BC EDD Errors (15%)
BC Loan Exceptions (10%)
BC Monthly Ops Reports On-time (5%)
BC Official Items Violations (5%)
BC Reg CC Hold Violations (5%)
BC Surprise Cash Count Violations (10%)
BC Teller Corrections ( 0%)
Maintenance Dep Exception Ratio (5%)
New Accounts Dep Exceptions Ratio (10%)
Who is our Private Wealth Partner
Kelly Blieden
Name the 4 HUB quadrants
Managing, Saving, Borrowing and Protecting
Who is our Region President
Dale Clapp
How many scorecard metrics (not CPM) did LSS achieve in the first two quarters of 2022
3
What report do you use to review Deposit Exceptions
Bob White Report
Who is our HR partner
Mare Castner
What is our Brand
Helping You Prosper
What is our new region name
Northwest