KNOW ME/
SHOW ME
SHOW ME
Random Trivia:
If a member is looking to set up an external ACHO account, but is NOT looking to make a transfer, will they need to fill out form NFCU 633?
No! Only when they are making a one time or reoccurring transfer.
The MSR handled my transaction efficiently.
Help Me
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.
Random Trivia:
The MORE Exception Form must be submitted when processing minor membership application.
False! Minor Membership Applications do not require a MORE Exception Form to be submitted
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.
Random Trivia :
The NFCU 97HX 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 MSR showed that they care about my issue and looked out for my best interests.
Reassure Me
Your member has been maintaining a balance of over 10k in their membership savings account. How can we help this member?
Discuss NFCU's certificates and MMSA's with the member and offer to open the savings product that best fits their needs.
The MSR was genuine when offering to guide me
Show Me
The MSR was committed to addressing my needs completely.
Help Me
Your member has a MMSA that has a balance of $500.00. How can we help this member?
Explain to the member that they now aren't 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
Random Trivia:
A member is depositing a $2450 check into his existing CD. I must place a five-day hold in Encore.
No! Since the check is less than $2500, it should be placed on a 2-day hold. Any check that is $2,500.00 or more being used to fund a new or existing CD or IRA must be placed on a five-day hold in Encore.
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