Branch Scorecard
What URL shortcut will take you to the Scorecard Resource Page?
What is go/2026branchgoals/
What activity would most likely contribute to a successful CRC Scorecard?
What is: Using CEM to identify needs and offer solutions
What can be utilized, regarding NANs, to FIND client opportunities?
What is: Key Word Search in the NAN Reporting Tool
What are the minimum coaching requirements for a Branch Manager to a CRC?
What is: 1 Focused Coaching and 2 Quick Connects
What is one thing (it is expected) we should be doing to set the tone for the day?
What is: Hosting a Daily Huddle
How much revenue is a wealth referral?
What is: 3,000
What is the weighting for Satisfaction with Employee on the CRC Scorecard?
What is: 10%
What question on a Business NAN can be used to find Merchant Referrals?
What is: How does the business collect payments from its clients?
What is the best practice for coaching to NAN's?
What is: Coaching as soon as you get the Teams Notification for a completed NAN
How many districts represent our KS|NE|IA|SD Market?
What is: 7
Composite Score is Calculated using?
What is weighted score across all metrics
What is the cap for Deposit Solution value?
What is: $250k
What section of the NAN can be used to capture information for WM Referrals?
What is: The 3rd Section (accounts at other institutions)
What does SBI mean in coaching?
What is: Situation Behavior Impact
Who in this room was born on July 4th?
Who is: Katie
How is New To Bank Mutli Service Rate Calculated?
What is: New To Bank Multi Service Client Count divided by New To Bank Client Base
What defines a new checking client?
What is: the primaries LPID
Where can you go to review all previous NANs prior to interacting with your client for the first time?
What is: Needs Assessment Notes Reporting Tool
What are resources available to assist with developing Client Engagement Skills?
What are: Plays and Exercises
Out of the Branch Support Partners who has attended the first MLB Game at the Field of Dreams stadium?
Who is: Kristi
What is the goal for our Branch Trackable Attrition?
What is: Achieving a 7% decrease in attrition
Name all the metrics used to make up the composite score?
What is: Total Sales Solutions Units, Deposit Sales Solution Value, Card Sales Solution Value, Lending SSV + Mortgage VRV, Total Verified Referral Value and Satisfaction with Employee
What technique works best with NAN?
What is: CEM
What is the process for selecting a CEM skill for development?
What is: Identified through coachee self-reflection, coaching observations and trends in client outcomes
Who did Patrick beat in a game of Madden on the Monday Night Football bus?
Who is: Adrian Peterson