Quarterly Closing of the Books - Drexel University

Quarterly Closing of the Books - Drexel University

Quarterly Closing of the Books 4th Quarter, 2002 Morrisville Branch Created by Ken Steiner Branch: Morrisville Steiner February 4th, 2003 Lyle FCM: Ken Leader: Kathy Team Performance

Dollar Sales Vs. Goal FabV % YTD Big3$ % YTD INV2$ % YTD 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr. Branch: Morrisville Steiner February 4th, 2003

Unit Sales OLS Vs. Goal DDPR Volume Other Measures Financial Center Refunds Rate Pricing Exceptions New/Lost Household Ratio % of Households in Sweet Spot Attrition % Total Deposits (in Millions) Non-Credit Losses FCM: Ken Leader: Kathy Lyle 1st Qtr

2nd Qtr 3rd Qtr 4th Qtr. Branch: Morrisville Steiner February 4th, 2003 Lyle FCM: Ken Leader: Kathy Action Plans: Book of Business and Service

Measurement Book of Business Retention % Growth % Portfolio % Service Measurement Current Index Overall Sat Interest in Solving Problems % Teller Wait Time <3 Minutes Internal SM: Total # of Surveys 1st Qtr 2nd Qtr

3rd Qtr 4th Qtr. Branch: Morrisville Steiner February 4th, 2003 Lyle Transaction Performance Unresloved Shortages-Avg. Times out of Balance -Avg. Policy Violations Dollar-Avg. Total Teller & ATM Transactions Revenue Revenue Credits per FTE Stickey Products per Teller

# Fab5 Referrals # INVT Referrals # Big3 Referrals # Cap Referrals FCM: Ken Leader: Kathy Team Successes: We are doing well in Team Issues/Opportunities:

Last Quarter we Focused on Previous Issues, Measures Taken, Results Team Commitments/Dates: This Quarter we are focusing on Key Issues, Long term goals, Daily Activities,

Accountability, Commitments, Tools well use Service Measurement Highlights: See Attachment:

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