DEPOSIT AND LOAN METRICS
This program helped open 135 new checking accounts for our credit union in Q1 2025 and 92 in April and May 2025.
What is Indirect Onboarding Program?
Note: Proactive activities are working!
This is the Relationship NPS score we achieved in Q1 2025.
What is 61.20?
Note: Q1'25 Branch Experience NPS was 83.75 | April was 82.26 | May was 90.45
Benchmark: 78.75
What worked?
This is the maximum a branch can give a Medallion Stamp for.
What is $500,000?
A world-class financial institution that builds trust as it assists members in achieving financial well-being through innovative solutions that foster thriving communities and economic vitality.
What is HCU Vision?
Core Value: Kind, Committed and Dependable
This Branch Incentive Scorecard report shows that we ended at 225.38% to goal at the end of Q1 2025 and 172.42% since the beginning of the year until the end of May.
What is Loan Growth?
Note: Jan-May - 607 Units Opened
April-May | 115 and 118 Units Primarily driven by Direct Consumer
Branch OSAT (Overall Satisfaction) consists of:
1. Prompt Service
2. Personally Engaged
3. Knowledgeable Rep
4. Private Transaction
5. _______________
6. Inquiry/Problem Resolved
What is Feel Like a Valued Member?
Note: Overall OSAT is at 9.56, which is 0.21 higher than last year.
This new form will help reduce audit errors and findings.
What is the Master Key Log Template?
This includes: Onboarding, Initial Training, Ongoing Training, Career Path.
What is Development?
We opened 994 accounts in Q1.
What is checking account?
Note: April-May - 306 and 380
Total checking opened (end of May): 1680
Total deposit accounts opened (end of May): 5406
PNW: Q1 - 698 | April-May - 202 and 273
We ended Q1'25 at this membership percentage to goal on our Branch Incentive Scorecard.
What is 292.86%
Note: Q1 - 82 Net New Membership
April-May | 23
These new amounts take effect on July 1st, 2025.
What is $275 and $6,725 for check holds?
This is our Harborstone Vision.
What is "____________"?
The total new money in CDs and IRA acquired as of June 24, 2025.
What is $________?
Note: Helped _____ of members | CD @ $____ million | IRA CD @ $___ million
Deposit growth YTD: ____
This level II experience of our Summit Service is about making everyday moments of surprise and delight, creating an emotional connection and loyalty.
What is WOW! Service?
LEVEL I - EXCELLENT Service
Meeting and exceeding the expectations of the member, creating satisfaction and repeat business.
LEVEL III - LEGENDARY Service
Creating unforgettable stories of surprise and delight that make loyal brand advocates for life.
The maximum amount of documents you can send via E-Sign.
What is 10?
This journey moves from being reactive to proactive when helping members.
What is Sit & Serve to Seek & Solve?
This is our Q1'25 Loan Growth performance under the Branch Incentive Score.
What is 225.38%?
Note: End of May - 172.42%
$3,008,763 in Net Loan Growth
This shows on a statement as "Reward Credit"?
1. I will Smile and Say "Hi."
2. I will give others the Benefit of the Doubt.
3. I will Do What I say I will do.
4. I will Speak Positively of others (even when they are not in the room).
5. I will choose Positive Energy.
6. Members are my Purpose and my Focus.
7. I will do the Right Thing.
8. I will give my Best Effort at work.
9. I am Honest and Transparent.
10. If I See Something, I will Say Something.
What is the Harborstone Essentials?