Planning
Navigate here to read or obtain a copy of the 2025 – 2027 Member Services Business Plan
Policy Tech/Member Services Division
See this individual for best practices cross selling an UNCLE Credit Card
Rebecca Pineda
(2024 top producer of credit cards)
This enrollment option is a requirement for all 4 tiers of the Membership Rewards program.
eStatement
It is believed that the key to improving member engagement starts with this.
Engaged Employees
2025 Deposit Growth Corporate Goal
5%
This acronym is how we measure results or "keep score"
KPI (Key Performance Indicator)
***$25 ALMOST DAILY DOUBLE***
These 4 words represent the acronym for CARE
***$25 ALMOST DAILY DOUBLE***
Communication, Accountability, Respect, Efficiency
The maximum annual amount a member can earn (per membership #) from UNCLE Membership Rewards.
$600
If you're looking to up your HELOC game, you should talk to this UNCLE employee.
Anthony Bustillo
(2024 top producer of HELOCs)
2025 Division Revenue Goal
$2,000,000
They are responsible for approving UNCLE's Corporate Strategic Plan, annually.
Board of Directors
The #1 source of income for the credit union comes from this.
Loans/Loan Interest
A product requirement of the Ultimate rewards tier ($50 reward)
UNCLE First Mortgage or HELOC Loan
Our most engaged employee segment who promote the organization, represent UNCLE well, and enjoy and care about their job beyond receiving a paycheck.
CHEERLEADERS!
2025 Annual Relationship NPS Corporate Goal
55
***$50 DAILY DOUBLE***
Removing friction wherever possible will help us improve this corporate strategy.
***$50 DAILY DOUBLE***
Member Experience
UNCLE Wealth Management Total AUM (Assets Under Management)
$43 Million
The # of monthly credit/debit card transactions needed to qualify for the "Platinum" Reward ($25 monthly).
20
This division metric dropped from 69% in 2023 to 53% in 2024
Inter-departmental Satisfaction
2025 Transactional NPS Corporate Goal
68
Well-capitalized Credit Unions have net worth above
7%
Dree encourages detached employees do this
Get off the bus!
The best cross-sell opportunity to upgrade a Premier ($10 reward) member to Platinum ($25 reward).
UNCLE Credit Card
This is UNCLE's Purpose Statement
Provide trusted service through caring people to support the lifelong financial well-being of our members and growing communities”.
The amount of gross loan production expected to achieve 5% loan growth.
$230 Million