Lake Michigan Credit Union 2020 Retail All Stars

Page 1

2020


Employees of the Year: Sherri Schuringa – Manager of the Year Branch Manager, Broadmoor • A leader that defines dedication to the growth and development of the team, the district and the organization. • Is driven and passionate towards the development, succession planning and career aspirations of the team. • Piloted serval new processes for the CU. • Influential leader in the community and was selected to serve on the Chamber Board which has attributed to branch growth. • Selected for 3 Star Performer Events • Branch Production:

SCHURINGA SHERRI

R E T A I L

A L L

MVP MGR

S T A R

$3.14M Consumer Loans 105 Home Equities 177 Credit Cards 102% Average Secret Shop 113% Loan Insurance sales 3.54 YTD Share of Wallet

Samantha Wieringa – Assistant Manager of the Year Assistant Manager, Holland West Shore Dr • Establishes vision and holds daily huddles for individual and team success • Impactful service to her team, members and the community • Inspirational, empathic and influential leader • Promoted to Branch Manager at Holland West Shore Dr in August 2020 • Selected for all 4 Star Performer Events • Recipient of 3 Pride Awards • Branch Production: SAMANT

HA

WIERINGA R E T A I L

A L L

MVP ASST. MGR

S T A R

$4.16M Consumer Loans 86 Home Equities 196 Credit Cards 104% Average Secret Shop 108% Loan Insurance sales 3.47 YTD Share of Wallet

2020


Employees of the Year: Brooke McNeill – MSR of the Year MSR, Holland West Shore Dr • Bleeds LMCU blue! • Has a passion and mission to help members in every aspect of their financial well being • Authentically servant minded and displays this with every member and when serving the community • Selected for all 4 Star Performer Events • Recipient of 2 Pride Awards • Top performer in Successful Strategic Referrals with 42 • Branch Production:

MVP

BROOKE

MCNEILL R E T A I L

MSR

A L L

S T A R

$2.06M in Consumer Loans 45 Home Equities 100 Credit Cards 110% Average Secret Shop 114% Loan Insurance sales 3.54 Share of Wallet

Linda Franks – Teller of the Year Teller, Broadmoor • Lives and breathes “I AM LMCU”. • Takes a genuine interest in our members and ensures each encounter is a memorable experience. • Always goes the “extra mile” for members. • Selected for 2 Star Performer Events • High performer in Successful Core Referrals with 155 • Strong performer with Successful Strategic Referrals • 100% on 12 Secret Shops

MVP

LINDA

FRANKS R E T A I L

TELLER

A L L

S T A R

2020


Star Performers Natalie VanderZwaag Branch Manager, Holland West Shore Dr

NATALIE

AG VANDERZWA

• • • • • •

Establishes vision and strategy for individual and team success Is able to ignite inspiration and draw out the strengths of others Inspirational, empathic and influential leader Recipient of a Pride Award Selected for all 4 Star Performer Events Branch Production: $4.16M Consumer Loans 86 Home Equities 196 Credit Cards 104% Secret Shop Average 108% Loan Insurance sales 3.47 YTD Share of Wallet

Tasha Oakes Branch Manager, Muskegon

TASHA

OAKES

• • • •

Visionary leader inspiring perseverance and accountability Fosters an environment of service excellence and sense of “family” Establishes vision and holds daily huddles for individual and team success Branch Production: $1.43M Consumer Loans 59 Home Equities 121 Credit Cards 112% Secret Shop Average 3.57 YTD Share of Wallet

Amy Gomez Branch Manager, South Division

AMY

GOMEZ

• Quickly gains the trust and loyalty of the team. • Has the natural ability to spark others to do extraordinary things. • Instrumental in enriching our Hispanic Chamber membership to assist with growing our bilingual employee base within the branch. • Strong change management leadership and impeccable attention to fine details. • A forward thinker with a solution based mind set. • Recipient of a Pride Award • Branch Production: $2.74M Consumer Loans 39 Home Equities 170 Credit Cards 104% Secret Shop Average 230% Loan Insurance sales 3.43 YTD Share of Wallet

Spencer Miller Branch Manager, Alpine

SPENCER

MILLER

• An inspirational leader who is consistently helping shape the branches. • Someone who the Retail Administration team has used on many focus groups, Retail Operations Meetings, and pilot programs. • Mentored multiple new managers, as well as consistently trains team to reach their career goals. • Recipient of a Pride Award • Selected for 1 Star Performer Event • Branch Production: $3.42M Consumer Loans 86 Home Equities 197 Credit Cards 106% Secret Shop Average 3.30 YTD Share of Wallet


Star Performers Sean Gallagher, Branch Manager, Medical Mile

GALLAGHER SEAN

• Empathetic servant leader who leads with employee’s best interests at heart as well as the vision of the credit union. Supports employees in furthering their careers. • Assisted other branches with implementing their own processes during lobby reopening and maintained constant communication with staff on how to keep them safe. • Lead branch in assisting the Call Center (with employees taking 200 calls a week), assisting with PPP, and Retail eSign. • Selected for 1 Star Performer Event • Branch Production: $1.46M Consumer Loans 56 Home Equities 162 Credit Cards 103% Secret Shop Average 149% Loan Insurance sales 3.47 YTD Share of Wallet

Jennifer Evans, Branch Manager, Portage

JENNIFE

R

EVANS

• Leads and assists with several regional communications and projects, these include: Deposit Growth Assignments and SW MI Float Pod Scheduling. • Serves on several super user groups and helps to further enhance rollouts of updates and changes. • Is a resource for the region in knowledge and understanding of Products, Services, Policies and Procedures. • Recipient of 3 Pride Awards • Selected for 1 Star Performer Event • Branch Production: $2.36M Consumer Loans 66 Home Equities 89 Credit Cards 111% Secret Shop Average 3.39 YTD Share of Wallet

Traci Harris Branch Manager, Rochester Hills

TRACI

HARRIS

• Strong leadership, communication, and time management skills, making lasting positive impacts. • Supports employees in furthering their careers. • Successfully helped to run two branch locations throughout 2020 while mentoring a Branch Manager. • Branch Production: $579K Consumer Loans 35 Home Equities 42 Credit Cards 109% Secret Shop Average

Jennifer Ossewaarde Branch Manager, Allendale

JENNIFE

R

E OSSEWAARD

• • • • •

Highly regarded for her leadership and operational excellence Maximizes potential in the team through delegation and accountability Knows the way, goes the way and shows the way (John Maxwell quote) Selected for 2 Star Performer Events Branch Production: $3.25M Consumer Loans 68 Home Equities 139 Credit Cards 104% Secret Shop Average 120% Loan Insurance Sales 3.48 YTD Share of Wallet


Star Performers Janice Stokfisz Branch Manager, 68th St

JANICE

STOKFISZ

• A natural leader who inspires people with infectious enthusiasm and drive. • Inspirational leadership that ignites the team to do more, learn more and become more. • Capitalizes on the team’s strengths and knowledge, paving the way for career development through succession planning. • Has built a strong member following throughout her 20 years with LMCU. • Branch Production: $1.85M Consumer Loans 25 Home Equities 95 Credit Cards 107% Secret Shop Average 3.39 YTD Share of Wallet

Spencer Riegler, Branch Manager, Traverse City

SPENCER

RIEGLER

• Led team through turbulent waters with confidence and care to ensure the team’s and member’s safety throughout the year. • Consistently offers excellence in service as well as the upmost care to everyone served. • Along with his team, set the pace for all of retail by producing the most Home Equity units across Retail. • Applies whole heart into training and developing a new to LMCU manager. • Selected for 2 Star Performer events • Branch Production: $2.93M Consumer Loans 118 Home Equities 97 Credit Cards 110% Secret Shop Average 3.50 YTD Share of Wallet

Damaris Vymola Branch Manager, Gulf Coast

DAMARIS

VYMOLA

• • • • • •

An exemplary leader that built an immediate strong bond with team members Processed a majority of the PPP loan applications in Florida Assisted with the planning of opening the new Berkshire Commons branch Recipient of 2 Pride Awards Selected for 1 Star Performer Event Branch Production: $2.62M Consumer Loans 22 Home Equities 103 Credit Cards 107% Secret Shop Average 90% Loan Insurance Sales 3.89 YTD Share of Wallet

Jody Inniss Branch Manager, Port Charlotte

JODY

INNISS

• Epitome of a servant leader, always in the trenches with team members, assisting them in every facet possible • Stays focused on ensuring our members know they are the first priority • Lives and breathes the LMCU Culture • Recipient of 3 Pride Awards • Branch Production: $583K Consumer Loans 19 Home Equities 47 Credit Cards 111% Secret Shop Average 3.32 YTD Share of Wallet


Star Performers Julie Brink Branch Manager, Sun City Center

JULIE

BRINK

• • • • • •

Stabilizing force for our team in Florida Fountain of knowledge, and freely offers time and efforts to everyone An amazing leader with a humbling caring nature Recipient of 5 Pride Awards Selected for 1 Star Performer Event Branch Production: $155K Consumer Loans 9 Home Equities 50 Credit Cards 108% Secret Shop Average 3.32 YTD Share of Wallet

Lisbel Lora Branch Manager, North Naples

LISBEL

LORA

• An energetic, positive force who embraces the call to always place our members first • Has a determination to always do what’s right for our members and instils that with the team • Assisted with the PPP loan process in Florida • Recipient of 3 Pride Awards • Selected for 1 Star Performer Event • Branch Production: $839K Consumer Loans 20 Home Equities 62 Credit Cards 107% Secret Shop Average 3.64 YTD Share of Wallet

Val Kiliszewski IRA/HSA Manager

I KILISZEWSK VAL

• Respected coach due to strong dedication to the team • Stepped up when other teams needed help including assisting with branch chat and processing mail • Found creative ways to meet with employer groups virtually and created resources for employees to help guide them when we couldn’t meet in person • Is a trusted resource for all of LMCU with extensive knowledge of IRAs and HSAs • Promoted to manager of department in January 2020

Jesslynne Walters, Assistant Manager, Broadmoor

J E S S LY N

NE

WALTERS

• Part of multiple focus groups and pilot programs, providing valuable feedback to help improve efficiency and create a clear process • Helped both GR South and GR North have a focus on I am LMCU by sending out monthly emails and recognizing employees who support the program • While at Cascade, continued their strong goal attainment leading to them organically obtaining goals both quarterly and annually • Promoted to Branch Manager at Cascade in November 2020 • Branch Production: $3.14M Consumer Loans 105 Home Equities 177 Credit Cards 102% Secret Shop Average 113% Loan Insurance sales 3.54 YTD Share of Wallet


Star Performers Ciarra Poferl Assistant Manager, Knapp’s Corner

CIARRA

POFERL

• A passionate mentor with multiple employee promotions under leadership • While at Lowell, worked to maintain minimal errors and organically obtain goals both quarterly and annually • Promoted to Branch Manager at Lowell in August 2020 • Selected for 2 Star Performer Events • Branch Production: $2.66M Consumer Loans 83 Home Equities 139 Credit Cards 100% Secret Shop Average 105% Loan Insurance sales 3.41 YTD Share of Wallet

Kyle Hubert Assistant Manager, Allendale

KYLE

HUBERT

• • • • • • •

Passion for operational excellence and inspires the same in others Holds himself to high standards and achieves A valued and respected resource amongst team and other departments Promoted to Branch Manager at Ravenna in January 2021 Selected for 3 Star Performer Events Recipient of 3 Pride Awards Branch Production: $3.25M Consumer Loans 68 Home Equities 139 Credit Cards 104% Secret Shop Average 120% Loan Insurance Sales 3.64 YTD Share of Wallet

Molly Phan Assistant Manager, Muskegon

M O L LY

PHAN

• • • • •

Empathic leader, effective listener and leads by example Leads people to their highest potential Establishes vision and holds daily huddles for individual and team success Promoted to Branch Manager at Norton Shores in February 2021 Branch Production: $1.43M Consumer Loans 59 Home Equities 121 Credit Cards 112% Secret Shop Average 3.57 YTD Share of Wallet

Rachael Decker, Assistant Manager, Medical Mile

RACHAEL

DECKER

• Consistently looking for ways to help support the district and team • Assisted with PPP along with additional focus groups, volunteered to help other branches, and was consistently mentoring employees • Contributed a large part towards piloting the reopening of branches as well as utilizing the greeter station, providing feedback and finding ways to create a seamless and safe transition for members and employees • Promoted to Branch Manager at Northland Dr in September 2020 • Selected for 1 Star Performer Event • Branch Production: $1.46M Consumer Loans 56 Home Equities 162 Credit Cards 103% Secret Shop Average 149% Loan Insurance sales 3.47 YTD Share of Wallet


Star Performers Cory VanderWood, Assistant Manager, 68th St

D VANDERWOO CORY

• Displays a leading work ethic, drive to success and leads by example when serving team and members • Instrumental in creating a “do it right the first time” environment • Inspires excellence from others which has attributed to a substantial increase to providing our members accurate service • Is a highly dedicated, resourceful, and knowledgeable leader – a walking LMCU encyclopedia • Recipient of a Pride Award • Branch Production: $1.85M Consumer Loans 25 Home Equities 95 Credit Cards 107% Secret Shop Average 3.39 YTD Share of Wallet

Brittany Mesman, Assistant Manager, South Division

BRIT TAN

Y

MESMAN

• Is a humble leader with a strong ability to handle stressful uncomfortable situations • Leads by example, working side by side with the team and takes great pride in their successes • Nurtured several employees towards their career aspiration through dedicated fine-tuned mentorship • Promoted to Branch Manager at Hudsonville in March 2021 • Branch Production: $2.74M Consumer Loans 39 Home Equities 170 Credit Cards 104% Secret Shop Average 230% Loan Insurance Sales 3.43 YTD Share of Wallet

Jill Modderman Assistant Manager, Ravenna

MODDERMAN JILL

• • • • •

A valued and respected resource amongst team and other departments Fosters an environment of fun, family and excellent member service Passion for operational excellence and inspires the same in others Selected for all 4 Star Performer Events Branch Production: $2.30M Consumer Loans 29 Home Equities 98 Credit Cards 109% Secret Shop Average 194% Loan Insurance Sales 3.57 YTD Share of Wallet

Elvis Hadzalic Assistant Manager, Holland 8th St

ELVIS

HADZALIC

• Innovative and passionate in leading employees and members to their highest potential • Displays a winning attitude and fosters an environment of positive energy and fun • Approaches challenges as opportunities for continuous growth and development • Recipient of a Pride Award • Selected for all 4 Star Performer Events • Branch Production: $4.55M Consumer Loans 109 Home Equities 238 Credit Cards 106% Secret Shop Average 123% Loan Insurance sales 3.45 YTD Share of Wallet


Star Performers Marisol Oosterink MSR, South Division

MARISOL

OOSTERINK

• • • • • •

Always going the “extra mile” for our members and team Consistently shows passion for member community Is a culture champion who lives and breathes “I AM LMCU”. An inspirational individual that leads by example each and every day. Selected for all 4 Star Performer Events Branch Production: $1.21M Consumer Loans 20 Home Equities 44 Credit Cards 100% Secret Shop Average 266% Loan Insurance sales 3.48 YTD Share of Wallet

Nicole Roobol, MSR, Broadmoor

NICOLE

ROOBOL

• Takes a genuine interest in our members and ensures everyone feels that they are a number one priority • Assisted several departments while taking on special projects for our Home Equity and Mortgage teams • Is a true steward of our motto “people helping people” • Looked upon as an expert financial advisor offering our members lasting memorable interactions • Selected for all 4 Star Performer Events • Branch Production: $843K Consumer Loans 39 Home Equities 33 Credit Cards 100% Secret Shop Average 140% Loan Insurance Sales 3.52 YTD Share of Wallet

Connie Edgley, MSR, Westnedge

CONNIE

EDGLEY

• Helped to foster a close knit team environment where each team member has a voice and purpose • Gives the team care and leadership that produces excellence in service to our members resulting in growth of the branch and region. • Promoted to the Branch Manager at Gull Rd in December 2020. • Recipient of 5 Pride Awards • Branch Production: $577K Consumer Loans 12 Home Equities 21 Credit Cards 100% Secret Shop Average 149% Loan Insurance Sales 3.56 YTD Share of Wallet 6 Successful Strategic Referrals

Anneke Holmes, MSR, Mercy Health St Mary’s

ANNEKE

HOLMES

• Greets members with a shining smile. Makes everyone feel like they’re the most important priority and develops fruitful lifelong relationships. • Identifys products and services to help enhance member’s financial well-being • Exhibts strong LMCU’s culture, helping to engage and influence others on the team to bring forward the same impactful PRIDE in serving members • Selected for 3 Star Performer Events • Recipient of 2 Pride Awards • Branch Production: $235K Consumer Loans 8 Home Equities 41 Credit Cards 100% Secret Shop Average 392% Loan Insurance sales 3.58 YTD Share of Wallet 11 Successful Strategic Referrals


Star Performers Jennifer Warneck, MSR, White Lake

JENNIFE

R

WARNECK

• Always does what’s right for each member, ensuring they are fully taken care of and satisfied with their inquiries • Annually helps to lead the charge with LMCU’s Children’s Hospital campaign within the SW/Remote Region • Ensures to bring forward positivity each and every day • Developed several relationships with members while assisting the Call Center through her service oriented excellence • Selected for 3 Star Performer Events • Branch Production: $714K Consumer Loans 31 Home Equities 28 Credit Cards 105% Secret Shop Average 14 Successful Strategic Referrals 3.18 YTD Share of Wallet

Dasha Themis MSR, Ann Arbor

DASHA

THEMIS

• Shows constant self-development to continue growth within LMCU • Consistently provides memorable service experience, growing relationships with members • Develops meaningful relationships with valued business partners that promote growth in the local community • Promoted to the Branch Manager at Ann Arbor in February 2021 • Selected for 2 Star Performer Events • Branch Production: $380K Consumer Loans 10 Home Equities 28 Credit Cards 3.57 YTD Share of Wallet 20 Successful Strategic Referrals

Cassie Speck MSR, Cascade

CASSIE

SPECK

• PRIDE ambassador for many years and is continuously looking for ways to celebrate employees and help other branches • Has mentored many employees from Teller II to MSR • Acted as a leader at Cascade while there was a transition in managers • Selected for 2 Star Performer Events • Branch Production: $449K Consumer Loans 10 Home Equities 30 Credit Cards 3.14 YTD Share of Wallet 96% Loan Insurance Sales

Hallie Clark, MSR, Lowell • • • • HALLIE

CLARK

• • • •

Always developing relationships with members as well as in the community Provides personalized service to members, leading to successful referrals Is a strong mentor and a servant leader Always willing to help the branch and team in any capacity whether it is lobby leading, helping process transactions, or working in the MSR capacity Promoted to Assistant Manager at Medical Mile in October 2020 Recipient of a Pride Award Selected for 3 Star Performer Events Branch Production: $953K Consumer Loans 22 Home Equities 42 Credit Cards 3.69 YTD Share of Wallet 176% Loan Insurance sales 7 Successful Strategic Referrals


Star Performers Greg Perkins MSR, Alpine

GREG

PERKINS

• Always looking for ways to help the Credit Union, from being a PRIDE Ambassador, volunteering to help Loss Prevention, to helping out other branches when short staffed • Has contributed to focus groups as well as provided feedback and insight on TEAMs to develop best practices and efficient communication • Recipient of 3 Pride Awards • Selected for 2 Star Performer Events • Branch Production: $998K Consumer Loans 29 Home Equities 38 Credit Cards 105% Secret Shop Average 139% Loan Insurance sales 3.37 YTD Share of Wallet

Becky Bastien, MSR, Rockford

BECKY

BASTIEN

• Had one of the highest Home Equity productions in Retail • Receives praise from many members about their positive interactions • Is the sole MSR mentor at Rockford, providing thorough training which has contributed in the branch having minimal errors • Looks for innovative ways to keep employees and members safe whether it is helping with cleaning supplies or reopening procedures as a pilot branch • Selected for 2 Star Performer Events • Recipient of 2 Pride Awards • Branch Production: $970K Consumer Loans 56 Home Equities 52 Credit Cards 3.47 YTD Share of Wallet 12 Successful Strategic Referrals

Simona McBride MSR, 84th St

SIMONA

MCBRIDE

• Builds long lasting, meaningful and trusting relationships with members • Gives every member the “we’ve been expecting you” LMCU experience • Created and implemented an in-branch PRIDE award to celebrate team members and their successes • Is truly passionate with giving back to the local community • Selected for 3 Star Performer Events • Branch Production: $1.57M Consumer Loans 57 Home Equities 101 Credit Cards 3.73 YTD Share of Wallet 157% Loan Insurance Sales 10 Successful Strategic Referrals

Brianna Merdzinski, MSR, Wyoming

MERDZINSKI BRIANNA

• Is consistent and thorough with a strong attention to detail • Dedicated to sharing expertise and experiences with others • Is a strategic thinker focused on branch growth and production while maintaining high member service standards • Inspires others to excel and is personally invested in each team member • Helped cultivate the Credit Union’s relationship with Wyoming Public Schools • Promoted to Assistant Manager at Wyoming in January 2021 • Selected for 2 Star Performer Events • Branch Production: $1.15M Consumer Loans 16 Home Equities 54 Credit Cards 3.51 YTD Share of Wallet 118% Loan Insurance sales 100% Secret Shop Average


Star Performers Falisha Page MSR, Broadmoor

FALISHA

PAGE

• Looked upon by members as a trusted and respected financial advisor • Was the Broadmoor lobby management expert, taking care for our member’s and the team’s safety • Promoted to Assistant Manager at 28th St Kraft in November 2020 • Selected for 2 Star Performer Events • Branch Production: $1.10M Consumer Loans 28 Home Equities 51 Credit Cards 110% Secret Shop Average 128% Loan Insurance sales 3.78 YTD Share of Wallet 11 Successful Strategic Referrals

Alysha Taylor, MSR, Grand Haven

A LY S H A

TAYLOR

• Has a passion and mission to help members in every aspect of their financial well-being • Service heart and mind, cares deeply about helping others • Provides stellar service to our members, listening empathically and offering unique solutions • Selected for 1 Star Performer Event • Branch Production: $1.10M Consumer Loans 34 Home Equities 50 Credit Cards 3.35 YTD Share of Wallet 5 Successful Strategic Referrals 129% Loan Insurance sales 110% Secret Shop Average

Ashlee Donselar MSR, Holland 8th St

ASHLEE

DONSELAR

• Helps members in every aspect of their financial well-being • Extraordinary talent and instinct to understand where a member is and then guides them • Always willing to be where needed to best serve our members and her team • Recipient of a Pride Award • Selected for 1 Star Performer Event • Branch Production: $1.14M Consumer Loans 22 Home Equities 72 Credit Cards 3.33 YTD Share of Wallet 113% Loan Insurance Sales

Jennifer Brye MSR, Holland 8th St

JENNIFE

R

BRYE

• • • • • • •

Provides best in class service experience and solutions to our members Helps members in every aspect of their financial well being Genuinely interested in helping others Promoted to Assistant Manager at Muskegon in March 2021 Recipient of a Pride Award Selected for 1 Star Performer Event Branch Production: $1.31M Consumer Loans 40 Home Equities 65 Credit Cards 3.40 YTD Share of Wallet 146% Loan Insurance sales 7 Successful Strategic Referrals


Star Performers Kendra Ireland MSR, Holland 8th St

KENDRA

IRELAND

• Has a passion and mission to help members in every aspect of their financial well-being • Excels at building relationships through empathic listening and providing unique solutions to our members • Service heart and mind with both members and her team • Recipient of 3 Pride Awards • Selected for 1 Star Performer Event • Branch Production: $1.23M Consumer Loans 38 Home Equities 70 Credit Cards 15 Successful Strategic Referrals 113% Loan Insurance sales 3.44 YTD Share of Wallet

Dana Dumond MSR, Wyoming

DANA

DUMOND

• Dedicated to being a resourceful, knowledgeable individual for the Wyoming team while being a high producing MSR • Has the natural ability to build trust and has earned the confidence of members • Exceptional member service; regularly receiving emails and cards from members displaying the thoughtful service provided • Selected for 1 Star Performer Event • Branch Production: $999K Consumer Loans 29 Home Equities 67 Credit Cards 3.40 YTD Share of Wallet 5 Successful Strategic Referrals 149% Loan Insurance sales 110% Secret Shop Average

Rosie Ruano, MSR, Gulf Coast

ROSIE

RUANO

• Is a strong leader whose team relies on in many roles, and is truly always there to help • Best described as an absolute ball of energy who lights up the lives of everyone • Makes the Gulf Coast members routinely feel like a part of the family • Promoted to the Branch Manager at Bonita Springs in April 2021 • Recipient of 5 Pride Awards • Selected for 3 Star Performer Events • Branch Production: $1.57M Consumer Loans 2 Home Equities 36 Credit Cards 3.63 YTD Share of Wallet 99% Loan Insurance Sales 2 Successful Strategic Referrals

Nesli Collazo MSR, North Naples

NESLI

COLLAZO

• • • • • • •

Provides best in class service experience and solutions to our members Helps members in every aspect of their financial well being Genuinely interested in helping others Promoted to Assistant Manager at Muskegon in March 2021 Recipient of a Pride Award Selected for 1 Star Performer Event Branch Production: $457K Consumer Loans 4 Home Equities 17 Credit Cards 4.01 YTD Share of Wallet 2 Successful Strategic Referrals


Star Performers Rob Cronk Head Teller, Holland 8th St

ROB

CRONK

• Provides stellar service to our members, listening empathically and offering unique solutions • As a Head Teller, maximized potential in team through delegation and empowerment • Approaches challenges as opportunities for continuous growth and development • Strong performer with Successful Core Referrals • 100% on 4 Secret Shops • Selected for 2 Star Performer Events

Cassie Davito Teller, Portage

CASSIE

DAVITO

• Ensures to bring forward all of LMCU’s products and services when serving each member • Regularly looks for ways that truly benefit each members wants and needs through education and respect • Offers excellence in service to each member • Exudes a viral and contagious positivity and care that influences peers to add a pep in their step • Always looking to absorb new information that has led to a true and genuine care of members • Strong performer with Successful Core & Strategic Referrals • Selected for 1 Star Performer Event

Abi Lenau Teller, Plainfield

ABI

LENAU

• • • •

Always maintains a positive attitude and looks for the big picture Ability to understand the “why” behind processes and procedures Provides strong mentorship skills within the branch Has continuously had a high level of referrals and is always looking to find ways to increase a member’s share of wallet with the credit union • Strong performer with Successful Core Referrals • Selected for 3 Star Performer Events

Parker Miller Teller, Broadmoor

PARKER

MILLER

• Continuously fosters a positive energy amongst peers and comes to work with a “can do attitude” • Is always providing our members education and knowledge of all services and products that will benefit their financial well-being • Works do the right thing by the member and team • Selected for 1 Star Performer Event • Strong performer with Successful Core Referrals • High performer in Successful Strategic Referrals with 8 • 100% on 3 Secret Shops


Star Performers Bailey Mitchell-Garcia Head Teller, South Division

BAILEY

RCIA

MITCHELL-GA

• Champions leadership towards mentorship, accountability and change management • Leads by example and has earned the trust of the frontline team as a resourceful, knowledgeable and grace giving leader • Took the lead with adapting to change and creating a safe environment for the frontline team and members • Selected for 2 Star Performer Events • High performer in Successful Core Referrals with 122 • Strong performer in Successful Strategic Referrals • 100% on 10 Secret Shops

Donna Snyder Teller, Wyoming

DONNA

SNYDER

• Has the natural ability to connect with members to make lasting impressions • Fosters an environment where members are genuinely excited to engage and be served • Has played a large role in catching and preventing check fraud • Selected for 2 Star Performer Events • Strong performer with Successful Core Referrals • 100% on 5 Secret Shops

Anita Entingh Teller, Wyoming

ANITA

ENTINGH

• • • • • • • •

Lives and Breaths “I AM LMCU” Takes time to offer genuine interest and build relationships with others Has a kind and caring heart, which shows through meaningful interactions Enriches the knowledge of others through a passion of mentorship and education to the team Selected for 1 Star Performer Event Strong performer with Successful Core Referrals High performer in Successful Strategic Referrals with 7 100% of 5 Secret Shops

Tara Post Teller, Ravenna

TAR A

POST

• • • • • •

Consistently displays service to team on teller line and desk Service heart and mind, cares deeply about helping others Empowers and leads by example Strong performer with Successful Core & Strategic Referrals 100% Average Secret Shop Selected for 1 Star Performer Event


Star Performers Andrea Zant Teller, Grand Haven

ANDREA

ZANT

• • • • • •

Consistently displays service to team on teller line and desk Service heart and mind, cares deeply about helping others Empowers and leads by example Strong performer with Successful Core & Strategic Referrals 100% Average Secret Shop Selected for 1 Star Performer Event

Becca Munroe Head Teller, Grand Haven BECCA

MUNROE

• • • • • •

Exuberant service delivery Creates meaningful and memorable member experiences Passion for helping and bringing out the best in others Strong performer with Successful Core & Strategic Referrals Selected for 1 Star Performer Event Recipient of a Pride Award

Taylor Melcher Head Teller, Holland West Shore Dr

TAYLOR

MELCHER

• Provides excellent service to members • As a Head Teller, maximized potential in team through delegation and empowerment • Approaches challenges as opportunities for continuous growth and development • Strong performer with Successful Core & Strategic Referrals • Selected for 1 Star Performer Event • Recipient of 4 Pride Awards

Martha LeClerc Teller, Grand Haven

MARTHA

LECLERC

• • • • • • • •

Excels at building relationships based on service and respect Passionate advocate for LMCU to our members Leads by example with outstanding service delivery Top performer in Successful Core referrals at 339 Strong performer in Successful Strategic Referrals 100% on 5 Secret Shops Selected for 1 Star Performer Event Recipient of a Pride Award


Star Performers Heather Maguire Teller, Immokalee Rd HEATHER

MAGUIRE

• • • • • • •

Has an undeniable passion and care for members Is the ultimate in concierge service Strong performer with Successful Core Referrals High performer with Successful Strategic Referrals with 6 108% Average Secret Shop Selected for 1 Star Performer Event Recipient of a Pride Award

Kim Shows Head Teller, Immokalee Rd

KIM

SHOWS

• • • •

Is the “Operational Specialist” for the Florida region Has an outstanding attention to detail and focus on accuracy Provides an incredibly calming influence in a busy branch Is quick to assist team members with whatever they may need in order to ensure members have positive experiences every day • 105% Average Secret Shop • Recipient of 2 Pride Awards



Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.