Retail Banking Operations Path · Mission 30 of 30Master

Retail Ops capstone scorecard

Single-row exec dashboard via CROSS JOIN of CTE singletons

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The Brief

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Single-row exec dashboardCROSS JOIN of CTE singletons
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Mission 29
All 30 missions in Retail Banking Operations Path ↓
  1. 1. Peek at the customer book
  2. 2. Product taxonomy inventory
  3. 3. Open accounts right now
  4. 4. Active deposit customers by state
  5. 5. Net new checking accounts this week
  6. 6. Branch 13 missing transactions
  7. 7. CD maturity wall (next 90 days)
  8. 8. Primary banking relationship classification
  9. 9. NSF / OD fee revenue by FICO band
  10. 10. ATM in-network vs foreign economics
  11. 11. Deposit beta on MMAs (cycle-to-date)
  12. 12. Rate-tier balance distribution
  13. 13. Average daily balance for fee waivers
  14. 14. Dormant account audit (180+ days silent)
  15. 15. Onboarding funnel: 90-day primary-relationship rate
  16. 16. Monthly interest income by product category
  17. 17. Branch consolidation candidate score
  18. 18. 2025 closed-account exit cohort with tenure
  19. 19. Loan-to-Deposit ratio by region
  20. 20. Cross-sell candidate model: cash-back card
  21. 21. Deposit balance by acquisition channel
  22. 22. Tier-break top-up candidates (Savings/MMA)
  23. 23. FDIC insurance bucket stress test
  24. 24. Reg E dispute aging report
  25. 25. Customer 360 — top depositors
  26. 26. Branch-level P&L with FTP overlay
  27. 27. Deposit beta by product subcategory
  28. 28. NSF/OD fee cap scenario by FICO band
  29. 29. Treasury daily liquidity dashboard
  30. 30. Retail Ops capstone scorecard