The Retail Banking department held Wrap-Up Rallies on Oct. 29 and 30 to celebrate another successful fiscal year and recognize some of the employees who really help make North Shore Bank great.
Here are some highlights from the past year, courtesy of Senior VP of Retail Banking Steve Steiner:
- Our net promoter metric reached an all-time high of 55.8 percent. This is an industry measurement of how likely our customers are to recommend North Shore Bank to their friends and family.
- Investment sales reached $37.6 million — 20 percent higher than in 2012. We now have $215 million in investments under management.
- We added 444 new primary households during the past year, one-third more than our goal.
- Relationship profiling is up 11 percent, and proactive contacts are up 37 percent. Our branches’ relationship-building efforts are key to helping the bank and our customers achieve goals and identify gaps where we could improve.
And here are the employees recognized for their tremendous achievements over the last year:
District Manager of the Year
Lauri Lunde
Branch Relationship Manager of the Year
Cheri-Cicona Trudell
Manager of the Year (Platinum)
Central: Mary Rose Balzer, Wauwatosa
Northeast: Lisa Sment, Green Bay East
South: Kevin Zsori, Southwest
Branch of the Year
Central: Wauwatosa
Northeast: Green Bay East
South: Southwest
Runner-Up, Branch of the Year
Central: Sussex
Northeast: Sturgeon Bay East/West
South: Oak Creek
Branch Client Services Manager of the Year (Sales)
Kelly Culver, Green Bay East
Teller Supervisor of the Year
Central: Jennie Schlei, Wauwatosa
South: Barbara Blazina, Burlington
South: Kurri Cecchini, Northside
Personal Banker of the Year
Central: Lynn Fehr, Wauwatosa, and Jon Habighorst, Brookfield Square
Northeast: April Stevenson, Pulaski
South: Senka Shkreli, Oak Creek
Universal Banker of the Year
Central: Linda Settler, Fox Point
Northeast: Jan Smits, Sturgeon Bay East/West
South: Kimberly Dane JP/Forest Home
Tellers of the Year
Central
Donna Lubnow, Brookfield Square
Kelly Jo Grubus, Sussex
Sara Rivas, Fox Point
Northeast
Jill Konklin, Green Bay East
Katie Walters, Pulaski
Kathryn Lipscomb, Northland
South
Marie Hamilton, Oak Creek
Sue Koch, Southwest
Lauri Knodl, Southwest
Congratulations to all those who were recognized and to everyone at North Shore Bank for making 2013 another remarkable success for us and our customers.
Congratulations to everyone on a great year!!! Keep up the good work.
Congratulations to ALL!