Scorecard
Name 3 of our Scorecard Metrics
Consumer Deposits, Consumer Lending, RBB, Net New and Active Checking
Who is our Merchant Services Partner
Kristin Rayburn
Who is our ROM
Roberta Salway
What does GUEST stand for
Greet, Use their Name, Eye Contact, Smile, Thank the Customer
Name the UB offices in Lakeshore South
Merrillville, Darien, Flossmoor, Schererville and Hegewisch
How does an account become active
Who is our Workplace banking partner
Mark Mathley
Tell me your July Branch Scorecard Percentage
601 - 100%
602 - 91%
603 - 97%
610 - 100%
615 - 100%
622 - 92%
623 - 90%
636 - 80%
List the Four HUB Quadrants
Manage Money, Saving for the Future, Borrowing and Protecting
Name the 8 offices that make up Lakeshore North
Valpo, Ridge Road, East Chicago, Palos Heights, South Holland, Highland, Demotte and Bourbon
What is your 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
Who is our Region President
Dale Clapp
What day of the month do you have to complete the attestation
10th
List 2 Self-Directed channels we have available for our clients to use
Online Account Origination, Mobile Banking, ATM and Online Banking
Which one our our locations in Lakeshore South has a POD design
Schererville
What is your RBB Goal
601 - $25,000
602 - $73,320
603 - $67,450
610 - $$25,000
615 - $97,941
622 - $57,565
623 - $27,887
636 - $209,733
Who is our Private Wealth Partner
Kelly Blieden
Name 4 categories of the Ops 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 Suprise Cash Count Violations (10%), BC Teller Corrections (0%), Maintenance Deposit Exception Ratio (5%), New Accounts Deposit Exceptions Ratio (10%)
What is the NPS goal per branch
60%
How many scorecard metrics (not including CPM) has LSS achieved in Q1 and Q2
3
What is Mark Nettles title
First VP, Regional Sales Manager
On what Report can you locate your office's deposit exceptions
Bob White Report