Branches celebrate successes, goals surpassed at Wrap-Up Rallies

The Southwest branch was named Branch of the Year for the South region. Pictured are Teller Sue Koch, Teller Laurie Knodl, Branch Manager Kevin Zsori, PB Jim Gottemoller, ABM–Operations Stephanie Hallgren and Teller Todd Mahutga.

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.

Wauwatosa employees celebrate their Branch of the Year (Central region) award. Pictured are PB Lynn Fehr, UB Joseph Foti, Teller Sarah Lisowski, ABM–Operations Jennie Schlei, Teller Jazmin Vela and Branch Manager Mary Rose Balzer.

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.

Green Bay East shows off their Branch of the Year award. Pictured are Branch Manager Lisa Sment, UB Kristine Brunson, Teller Raul Carranza, ABM–Sales Kelly Culver and Teller Jill Conklin.

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.

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