Deposit Growth
Relationship Products
Revenue Growth
Customer Experience
Profitability & Mixed Bag
100
Growth is calculated using the _____ ______ deposits.
What is average monthly.
100
Consumer Loans consist of what types of loans?
What are home equity lines and loans, personal loans and lines of credit, auto loans and other non-real estates secured loans.
100
Fee income is generated by activity and interchange fees.
What are Consumer and Business Debit Cards and Consumer Credit Cards.
100
The number of Mystery Shops and target for online surveys per quarter.
What is 6 Mystery Shops and a target of 15 online surveys?
100
The collection rate for fee income in order for a branch to earn points.
What is 96%?
200
1.9% NY growth goal, minimum of $100,000
What is the Retail Checking goal?
200
What is the highest point category,in the Relationship Product Category?
What is Consumer Loans?
200
The revenue calculated from each separate category is ______ _______.
What is combined together?
200
The Mystery Shop Average for the full 100 points to be earned?
Who is 97% to 100%?
200
The benefits of achieving a Low Risk on your quarterly operations scorecard.
50 Bonus Points, an annual bonus of $150 to each team members if all 4 quarters are Low Risk (and of course, increased customer satisfaction and shareholder value).
300
1.0% NY growth goal, minimum of $150,000
What is the total consumer growth goal?
300
What minimum threshold is required to be met to earn points in the Relationship Product category?
What is 70%?
300
Minimum threshold to earn points in the Revenue Growth Category.
What is 0?
300
The online survey average for the full 50 points to be earned.
What is 98% to 100%?
300
What is the Bankwide program that recognizes and rewards employees who exemplify our PUB branch and demonstrates the values and behavior of our Guiding principles?
What is the CEO Leadership Program?
400
1.0% growth goal, minimum of $75,000
What is the total business growth goal?
400
What are the four categories included in Relationship Products?
What is Consumer Loans, Mortgage, Long Term Investments and Business Banking Loans?
400
The sales cap in the Revenue Growth Category.
What is 200%?
400
The criteria needed and number of points to earn in the Know How Index, a measurement to determine our ability to deliver on our brand.
What is 20 Bonus Points for branches that achieve a Know How index of 95 or better.
400
The minimum number of points a branch much earn in order to qualify for a payout.
What is 900 points?
500
The Deposit Growth components will not have a minmum threshold to earn points, and is subject to a cap of ______% of goal.
What is 150%?
500
300% cap applies if Q1 goal >=$300,000
What is one of the sales caps in the Consumer Loan category?
500
The revenue for this product is calculated by multiplying the line or line extension by 6%.
What is a Business Credit Card?
500
The four questions from New Account Shops and Surveys included in the Know-How Index.
Survey - When you opened your account, did the banker ask you questions to determine your preference? Shop - Did the banker understand your needs by asking the appropriate questions? Shop - Did the banker display know-how in explaining how the product recommendation would meet your needs? Shop - Did the banker effectively use the printed product information, brochures, or rate sheets to explain the products and services recommended?
500
What criteria the branch must achieve in order to qualify for Rolling Quarterly Bonus.
What is a 4 quarter average of 1200 points or better with no quarter below 1100.