KNOW ME/
SHOW ME
SHOW ME
A member visited the branch for a w/d and he told you how overwhelmed he is with his upcoming change of duty station. How can we help this member?
Share the resources NF has put together to help support Active Duty members during their move, share the tools available on the PCS Hub, such as a budget calculator, help with homebuying or selling, a PCS checklist of moving to-dos, product offers, and financial tools and resources.
Members can not withdraw funds from a certificate to transfer to an internal checking, savings, or MMSA account.
False! Members are able to withdraw up to 50% of their certificate funds before maturity via either Online Banking (OLB) or Mobile Banking (MOB).
Your member is a joint owner who does not have a membership on their own. How can we help this member?
Share the benefits of becoming a member, like applying for lending products or making mobile deposits, and offer to open a membership share savings.
The MSR communicated with me in a way that I understood.
To add a Trusted User, all that is needed is for the member to submit a completed NFCU 652.
False! Once Digital completes the request, they are only granting the authority to be added as a Trusted User. The access will default to NO ACCESS. The member would then log into OLB or MOB to grant the TU permissions to access the desired accounts and features after receiving an email stating the TU has been added.
If the member has Everyday Checking and has DDNP what could you recommend them?
Advise the member they can switch to a Free Easy checking account and receive higher dividends and ATM rebates.
The NFCU 97HX & SSA-89 is required for every new member application.
False.
The NFCU 97HX is required once the membership has been established and eSign enrollment was declined and must be completed and signed by the member. The SSA-89 is required for every new membership application.
The MSR showed that they care about my issue and looked out for my best interests.
Reassure Me
What are the key behaviors that define a consistent member experience?
The MSR was genuine when offering to guide me
Show Me
NFCU 633 is required for setting up recurring mortgage payments.
No! NFCU 171A is required for setting up recurring mortgage payments. The form is completed and submitted to Mortgage Dept via mail or fax.
Your member has a MMSA that has a balance of $500.00. How can we help this member?
Explain to the member that they are not earning any dividends in this account and mention transferring the funds back to their membership savings.
The MSR made me feel comfortable providing relevant information related to my visit including my finances.
Show Me
A parent would like to add themselves as a TU on their child's account. NFCU 652 form must be completed for Minor Accounts.
No! NFCU 652 form is not used for minor accounts. NFCU97MI must be completed and submitted.
You have a member that is looking to manage, monitor, and/or build their credit score. What would you recommend to them?
Ask the member if they are already enrolled in the dashboard. If not, educate them on the tool and how to enroll in the Mission: Credit Confidence Dashboard