Product Knowledge
This product is a great option to use for the Christmas Holiday.
What is a Christmas Club?
This step is where you listen more than you talk.
What is Approach or Interview?
These 2 statuses are positive reflections in Efficiency.
What is Available and On a Call?
This service is best for a member gets fees on their account because they didnt know their balance.
What is Online Banking (see balances) ?
This behavioral style is outgoing, enthusiastic, and values personal relationships.
These 2 options can be used as an overdraft source.
What is a Credit Card or a Personal Access Line. (PAL)
This step is where we summarize what was accomplished.
What is Close?
What are some statuses that Negatively affect Efficienct?
What is WWM, ACW, On Break, At Lunch, Tech Issue, Follow up?
This service is great for a member who constantly is deposited an employment check each month.
What is Direct Deposit?
Friendly and easy to approach, Needs time to process information before making a decision.
What is a Supporter?
I would recommend this when a member has a large balance in their savings account.
What is a Certificate or Money Market account. (INVT too)
This step is where your confidence comes in - build trust in yourself, your solution, and the Credit Union.
What is Validate?
What are the Neutral Effecting Statuses?
What is Training, In a Meeting, Gone Home, Launch, Coaching, TL Assist?
Member is trying to get funds to her child who is currently out of state at college as soon as possible.
What is Zelle - possibly MAM if the child has an account with us?
Goal-Oriented, needs information that supports results, and tends to make quick decisions when presented with the facts.
What is a Doer?
This option would be a good recommendation to use for a checking account that has fraud.
What is a second checking account or a credit card for online purchases?
This step is where your member is part of the solution.
What is Negotiate?
You should use WWM when doing what?
What is calling a member back? (Then putting yourself in available.
This service is convenient to pay all bills online from one website.
Lower Energy level, relies on facts, evidence, and data. Detail-oriented and well organized.
What is a Controller?
I would bring this product up for an elderly member while looking through their account.
What is Life Insurance (Family Security Plan)
This step is where you use testimony to show benefits of a product/service.
What is Demonstrate?
Efficiency is what?
Measures the time an agent is On a Call or Available to take a call between the times they log in Available and log out Gone Home.
This service is great to make transfers when the Credit Union is closed or to make payments as well.
What is Phone Banking? Or Online Banking?
Warm, cooperative, and attentive. Wants to Establish trusting relationships.
What is a Supporter?