Strategy
Member Onboarding Pt. 1
Dad Jokes
OKR/KPI Targets
Member Onboarding Pt. 2
100

Three goals for Southeast Region

What is Member-centric, Employee-powered, and Scalable and Flexible 

100

NFCU 91A

What is New Member Summary

100

What do you call a bear with no teeth?

What is a gummy bear

100

Max error rate for control monitoring items

What is 5%

100

Per Enet guidance, last step when onboarding new member 

What is provide member with New Member Summary and prepare thank you card

200

Purpose of Business Excellence

What is to create a culture of excellence through enhanced processes, prioritization, continuous improvement, automation, and data driven decision making

200

Per Enet guidance, step 3 when onboarding new member 

What is offer to add a codeword

200

What did the triangle say to the circle?

What is “you‘re pointless”

200

ATM usage for existing members

What is 50%

200

Per Enet guidance, steps 7-10 are regarding form _________

NFCU 91A

300

Five objectives for Southeast Region

What is financial health, business excellence, Channel Synergy, Operational Sound, and Flexible Workforce

300

Per Enet guidance, timeframe to send thank you cards after completing membership

What is within one week

300

A dinosaur with an extensive vocabulary is called

What is a Thesaurus

300

Overall Branch Experience Score (BES)

What is 93%

300

Per Enet guidance, step where you introduce Navy Federal digital servicing with member’s own device

What is step 4

400

The 4 guiding principles 

What is Passionate Member Service, Disciplined Focus on the Whole, Operationally Nimble and Adaptable, and Courageous Communication. 

400

Per Enet guidance, second step when onboarding new member 

What is review NFCU 1314 and make member aware of automated teller services, checking accounts, codeword, direct deposit, money market, online/mobile banking, saving account

400

I do not trust stairs because 

What is they are always up to something

400

Monthly qualified rate of NFIS referrals

What is 75%

400

Per Enet guidance, step 6 when onboarding  new member 

What is offer to accompany member to ATM 

500

Two initiatives for financial health

What are financial education presentation team, partner with local business partners for targeted outreach and education, active duty, veteran, and youth financial literacy, and leverage NFO and social media to advertise financial education

500

Per Enet guidance, first step when onboarding new member 

What is explain Navy Federal core products and services

500

Why did the football coach go to the credit union?

What is to get his quarterback

500

Reduce Internal Audit Findings

What is 4

500

Useful information to go over when assisting member through digital servicing on their own device

What is mobile deposit, mobile banking, online banking, ATS, voice ID, bill pay, estatements