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SC EX-6 BankAccountManagers

The document lists bank account managers along with their employee IDs, branches, specialties, and account values as of May 2021. It includes performance ratings for each manager, ranging from 'Poor' to 'Excellent', along with their respective loan and commission details. The data provides insights into the financial responsibilities and performance evaluations of the managers.

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wheniman0ny
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35 views3 pages

SC EX-6 BankAccountManagers

The document lists bank account managers along with their employee IDs, branches, specialties, and account values as of May 2021. It includes performance ratings for each manager, ranging from 'Poor' to 'Excellent', along with their respective loan and commission details. The data provides insights into the financial responsibilities and performance evaluations of the managers.

Uploaded by

wheniman0ny
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Bank Account Managers - May 202

Employee ID Name Branch Specialty Account Values


68835 Carey, Bruce Brownsburg CD/Money Market $ 2,056,123.00
68835 Carey, Bruce Brownsburg Checking/Savings $ 468,750.00
18481 Dey, Julia Avon IRA/SEP $ 850,000.00
18481 Dey, Julia Avon Loans $ 1,745,130.00
42687 Hefner, Reggie Plainfield Checking/Savings $ 736,894.00
42687 Hefner, Reggie Plainfield Loans $ 760,753.00
17208 Nunez, Javier Brownsburg IRA/SEP $ 575,140.00
17208 Nunez, Javier Brownsburg Loans $ 3,265,405.00
17208 Nunez, Javier Brownsburg Loans $ 3,265,405.00
49103 Quintin, Mark Avon IRA/SEP $ 750,000.00
35724 Watson, Latisha Avon CD/Money Market $ 721,340.00
35724 Watson, Latisha Avon Checking/Savings $ 515,896.00
49103 Quintin, Mark Avon Loans $ 4,429,507.00
54319 Trono, Maria Plainfield CD/Money Market $ 292,789.00
70607 Zhang, Wei Plainfield IRA/SEP $ 265,111.00
nagers - May 2021
Supervisor New Money
Review Rating Loan Commission Commission
10 Excellent $ -
7 Fair $ -
10 Excellent $ -
10 Excellent $ -
8.5 Good $ -
7 Fair $ -
8 Good $ -
9.5 Excellent $ -
9.5 Excellent $ -
9 Excellent $ -
8.5 Good $ -
8 Good $ -
9 Excellent $ -
6.5 Poor $ -
6.5 Poor $ -
Rating Table
Review Rating
0 Poor
7 Fair
8 Good
9 Excellent

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