CORE VALUES
KPI
PRODUCT KNOWLEDGE
CHEX MIX-WELLBY FUN FACTS
CULTURE TRAINING
200

THIS CORE VALUE FOCUSES ON PARTNERING WITH YOUR MEMBER EVERY STEP OF THEIR FINANCIAL JOURNEY.

WHAT IS MEMBER FIRST

200

THE NUMBER OF MEMBERS WE WANT TO MAKE HOMEOWNERS BY 2027

WHAT IS 10K 

200

THIS NUMBER REPRESENTS THE NUMBER OF CHECKING ACCOUNTS WE OFFER AT WELLBY

WHAT IS 1

200

THIS IS MONTH & YEAR JSC REBRANDED TO WELLBY

WHAT IS OCTOBER 2021

200

THE STEPS TO ACCOUNTABILITY MODEL CONSISTS OF 2 PARTS

WHAT IS ABOVE THE LINE & BELOW THE LINE

400

THIS CORE VALUE FOCUSES ON ONE SHARED PURPOSE AND VISION, BUILDING UP ONE ANOTHER AND MOVING EACH OTHER FORWARD

WHAT IS TEAM WORK

400

THIS NUMBER REPRESENTS THE 2024 GOAL FOR NEW HOME OWNERSHIP

WHAT IS 5K

400

THESE SPECIFIC ACCOUNTS ARE ELIGIBLE FOR OVERDRAFT STEWART

WHAT IS SPENDING PLUS & SECURE SPENDING PLUS

400

THE BRANCH MANAGER WITH THE LONGEST TENURE AT WELLBY

WHO IS VERN ANDERSON

400
THE FOUR MAIN ACCOUNTABILITY BEST PRACTICES DISCUSSED DURING CULTURE TRAINING AND ECHOED BY LEADERSHIP

WHAT IS 

SEE IT, OWN IT, SOLVE IT DO IT

600

THIS CORE VALUE FOCUSES ON HOW WE LISTEN, LEARN, INNOVATE AND CHALLENGE OURSELVES TO BE WORLD CLASS

WHAT IS PURSUE EXCELLENCE

600

THESE NUMBERS REPRESENT THE SAVINGS KPI FOCUS & GOAL FOR WELLBY IN 2027

WHAT IS 70K MEMBERS W/ AVERAGE OF $3,500 IN SAVINGS

600

THIS NUMBER REPRESENTS HOW MANY TIMES A YEAR A MEMBER CAN FILE A CLAIM ON THEIR CELL PHONE

WHAT IS 2 CLAIMS

600

THE NAME OF OUR MOST RECENT VP PROMOTION IN RX

WHAT IS BRENT NELSON

600

NAME 2 EXCUSES YOU MIGHT HEAR PEOPLE USE NOT ACHIEVING THE DESIRED RESULTS

WHAT IS

NOT MY FAULT, NOT MY JOB, NOBODY TOLD ME, YOU SHOULD HAVE BEEN MORE SPECIFIC ETC.

800

THIS CORE VALUE FOCUSES ON LEADING BY EXAMPLE, HONORING COMMITMENTS AND CREATING SOLUTION TO GET THE JOB DONE

WHAT IS ACCOUNTABILITY

800

NAME THE KPI THAT FOCUSES ON MEMBER EXPERIENCE AND ITS GOAL

WHAT IS NPS SCORE 

WHAT IS 42.5

800

NXG ID THEFT RECOVERY SERVICES ARE AVAILABLE FOR WHAT TYPE OF ACCOUNTS

WHAT IS MEMBERSHIP SAVINGS

800

THIS IS THE NAME OF ALLISON'S DOG

WHAT IS WALLY

800

NAME 2 OF THE 4 ITEMS FROM THE RESULTS PYRAMID 

WHAT IS 

RESULTS, ACTIONS, BELIEFS, EXPERIENCES

1000

THIS IS WHEN WELLBY INTRODUCED OUR NEW CORE VALUE

WHAT IS OUR 10/10 EVENT OR

WHAT IS 10/10 

1000

NAME THE 4 KEY RESULTs 

WHAT IS 

MEMBERS W/ $3500+ IN SAVINGS

REAL ESTATE- NEW HOMEOWNERS

NPS YTD SCORE

PULSE CHECK MORALE

1000

THE LIST OF QUALIFIERS TO BECOME ELIGIBLE AS A PREMIER MEMBER 

WHAT IS AN ACTIVE CHECKING ACCOUNT

WHT IS DD OF ATLEAST $300

WHAT IS 8 DEBIT CARD TRANS/MTH OR 40K IN LENDING BALANCES

1000

THIS IS THE NAME OF OUR CHIEF RETAIL OFFICER AND THE STATE SHE IS FROM

WHO IS MONIQUE GUNTER

WHERE IS CALIFORNIA

1000

NAME 1 OF THE 3 ITEMS LISTED IN THE WEEKLY INTEGRATION PLAN (AKA CULTURE TRG HOMEWORK)

WHAT IS

SHARE

SEEK

OR APPLY