This is the maximum points available for shop and post transaction call scores in Q1.
What is $220 ($175 mystery/$45 PTC)?
100
This is the highest percentage sales category on both incentive plans.
What is Retail Checking Deposit Growth?
100
This is the number of total points available for the profitability component.
What is $150?
100
This category has 15 bonus points available if all three months targets are met or exceeded.
What is Cross Sales to New Households?
100
This is how much an employee would earn if you achieved 100% on 4 consecutive mystery shops.
What is $150?
200
This is the way Retention is measured.
What is the number of checking accounts still open as a percentage of the total opened 6 months ago?
200
Active Retail Checking consists of these two components.
What is a $25 minimum opening balance and 5 transactions within 45 days?
200
This is the total percentage the Profitability Category is on the incentive plan.
What is 11%?
200
If your branch earns maximum bonus points, this is how many points you will have added to Q1 BIP.
What is 215?
200
A referral resulting in new merchant or payroll business earns you this.
What is $10?
300
This is the new Stickiness thresholds and their point values.
What is 30% - 39.9% = 60 points and 40%+ = 80 points?
300
This sales category has no cap or maximum points awarded once threshold is met.
What is Active Retail Checking units?
300
Name the componets of the profitability category.
What is OT and Checking Fee Income, Refunds and Waivers?
300
Branches who qualify for Rolling Quarterly Bonus are eligible by achieving this requirement.
What is 4 consecutive quarters averaging 1300 or better, with no quarter below 1150?
300
This is how much a consumer lending certified employee would earn if you closed 4 Home Equity loans/lines in 1 month.
What is $725 Traditional/$825 In-Store?
($75;$150;$175;$175;$150 - Traditional) ($100;$175;$200;$200;$150 - In-Store)
400
This category is now worth 75 points by achieving a monthly target of 35%.
What is Cross Sales to New Households?
400
This sales category is weighted 10% on both Traditional and In-Store Plans.
What is Mortgage Dollars Closed?
400
This is the new collection rate for Checking Fee Income, Refunds and Waivers
What is 93%?
400
These are the components of the Zero @ Zero Bonus.
What is the Branch's Quarterly Sales are greater than zero in Mortgage, Home Equity, LTI, and Business Banking Loans?
400
This is the incentive paid for a Wealth Management referral resulting in a new account.
What is 10% of the first year's fee based on account market value?
500
This is how Stickiness is measured.
What is New Retail Checking accounts that have an online bill payment or direct deposit in 45 calendar days from the sdate the account was opened?
500
The sales category is weighted 5% on both Traditional and In-Store Plans.
What is Long Term Investments?
500
This is the total number of points available for Total Checking Fee Income, Refunds, and Waivers.
What is 120?
500
These are the points earned when your branch achieves the Zero @ Zero bonus.
What is 25 points?
500
This is the incentive to the 1st place employee in the growht market who opened the greatest number of Retail Advantage Accounts opened in the Quarter.