Branch Metrics
What is Stoughton's branch goal for GAP, Payment Protection, and teller referrals sent (Per one teller)?
GAP - 65%
Paypro - 47%
Teller goals Per 1 teller 10 - 15
Which Summit credit card offers no annual fees?
All of them!!
This team member will be working every Saturday May due to coining the phrase "I love Saturday Pay"
Vero
Share 1 positive member experience you have had recently
Thank you For Sharing!
Stoughton has achieved 3 out of 6 goals for 3 out of 4 months this year. In what month did Stoughton not achieve 3 of 6 goals?
February
Which CD currently offers a 4.40% APY and requires "New Money" to Open?
13 Month Special
Who is your favorite coworker and why?
😂 No hard feelings for those not picked.
Share 2 MSD best practice.
Way to Go!
In what two months did Stoughton achieve the loans origination goal. Amount reach 986k and 1,162,364
January and March
Safe Deposit boxes are a great way for our members to keep their physical items safe. What is the new rate for a 3x10 box effective 5/15/2023.
A) $100
B)$50
C)$75
$50
3 sets (two people) of your peers share the same birth month. Name at least 1 set and the month they were born.
Lori and Levi - July
Laura and Darian - September
Josh and Alexis - October
Share 3 things you should not do while at the member service desk
I mean Thank you for sharing!
As of 04/26/2023 How Many Checking accounts does the Stoughton Branch currently have?
Check in the moment
Cash Boomerang (CB) is Summit's way of giving back to our members! Answer 3 of the 5 questions below as related to Cash Boomerang
1)What is the Minimum Payout to be eligible for CB?
2)What products/services do members need to eligible for CB
3) T/F having a membership for 5 years adds $5 to your payout?
4)T/F On a joint account both account holders earn the same CB payout?
5) How do members earn redeem their CB funds?
1) $10
2) Personal Checking account AND be the Primary account holder
3) F
4) F
5) Members can redeem their payout in online or mobile banking.
If the member does not redeem their payout it will happen automatically.
Share a positive story about one of your peers
Thank you for sharing
Name Summit's 3 essential behaviors
1) Put Membership First
2) Work as a team
3) Promote Change
What is the YTD total loans originated for the Stoughton Branch
A)22 Million
B)14 Million
C) 18 Million
B)14 Million
Name at least 6 services that qualifies a member to have no fees on their ultimate checking account.
Savings, Checking with debit card, Money Market, CD, 1st Mortgage, Credit Card, HELOC or Home Equity Loan, Consumer Loan or Line of Credit, Member for 15+ years, E-Statements
Which of your Peers lenders and tellers only are not from Wisconsin?
Levi, Alexis, Josh
Shoutout one of your team members for excellent service they have provided to our members.
Very Kind!!