DEPOSIT AND LOAN METRICS
This program helped open 331 new checking accounts for our credit union in 2024 and 88 in January and February 2025.
What is Indirect Onboarding Program?
Note: Proactive activities are working! Jan 49 | Feb 39
This is the NPS score we achieved in Q4 2024.
What is 79.15?
Note: 2024 NPS was 74.97 | As of March 24th - 77.04
This amount of fraud losses from branches in 2025.
What is $0?
This plan helps our team know what activities are important to support our growth and member experience in the branch.
What is a business plan/playbook/strategy?
This was the name of Harborstone in 1955.
What is McChord Federal Credit Union?
Note: Served airman at Mc Air Force base
This 2025 portfolio report shows that we are 286.14% to goal as of the end of February.
What is branch loan portfolio?
Note: Opened 255 units through end of Feb
This is the NPS score for all branches ending February 2025?
What is 86.36?
Note: Benchmark is 78.93 (Peer comparison)
This Reg CC requirement form was recently updated and helped to reduce errors in the branches.
The Growth & Experience Journey pillar that includes Hire Talent, Retain Talent, Clear Roles and Responsibilities, and Engagement.
What is People?
The Retail Leaders were dressed as this for Halloween in 2024?
What are the Ghostbusters?
We opened 642 accounts from January to February.
What is checking account?
Note: 2089 new accounts total | 591 CDs
As of March 24, 2025, these branches are at 100% YTD in NPS.
What is Issaquah and 5th and J?
Note *Lakewood 95.56, FW 90.91
Amount released after 2 days on a large deposit check hold
What is $5,300?
Under the Growth and Experience Journey, this pillar includes Expectations Accountabilities, Culture of Coaching and Ownership.
What is Leadership?
This department/branch/team was the winner of the Album Cover contest.
Who is the South Hill branch?
The total new money in CDs and IRA acquired as of March 23, 2025.
What is $25,018.268.20?
Note: Helped 350 of members | CD @ $22.7 million | IRA CD @ $2.25 million
This number was the membership growth result for the branches as of March 23rd.
What is 105?
Note: Goal is 28 | Member Growth @ 375%
Form that Branch Managers use when giving a branch key to a non-employee (Example: Cooks)
What is Vendor Key Log Template?
This journey moves from being reactive to proactive when helping members.
What is Sit & Serve to Seek & Solve?
The team members that played the villain and victim of our Halloween video in 2024.
Who is Fed and Nate?
$110 million and $4.3 million.
What are our 2025 deposit and loan goal?
This is our biggest strategic opportunity to grow our membership base in 2025.
What is Retention strategy?
Note: 451 closed memberships through end of February 2025
IRA transaction in Miser that does not require an Ascensus form completed
What is Internal IRA transfer? (same IRA type).
The Development pillar includes Onboarding, Initial Training and two other aspects.
What are Ongoing Training and Career Path?
Number of people arrested in branches trying to commit fraud in 2024.
What is 3?