Noble Purpose
Financial Fitness Behaviours
Financial Fitness
Quick Interview
100

Building a better world - one member at a time.

What is Servus Credit Unions vision?

100

Actively and attentively listening to hear members before we respond

What is listening to understand?

100

How you manage your money day to day


What is spending?

100

Setting aside 3-6 months of net income.

What is an emergency fund?

200

Shaping members financial fitness

What is Servus Credit Unions Noble Purpose?

200

Putting ourselves in other's shoes

What is being empathetic?

200

How you put money away for the future


What is saving?

200

I see you do not have any savings in case of emergency

What is a lead question?

300

Feel good about your money

What is the members desired experience?

300

Confidently & respectfully engaging in tough conversations to support the best interest of the member.

What is being politely assertive?

300

How you manage your credit


What is borrowing?


300

If you had an unexpected expense, such as a vehicle breaking down, are you confident you will have the funds available to handle this?

What is a problem question?

400

It's the reason we come to work every day and the cause we champion on behalf of our members

What is noble purpose?

400

I ask questions when Im looking for information I think I might need from members

What is listening to understand?

400

How you prepare for your future and build towards it


What is planning?

400

If you are unable to work for a period of time are you confident you have enough money put aside to cover your monthly expenses?

What is a problem question?

500

By identifying _________ we are achieving our noble purpose.

What is member financial goals?

500

Feeling confident in our ability to share our thoughts and beliefs in challenging situations with members.

What is being politely assertive?

500

Money management behaviours that helps you feel in control, build resilience and allow you to pursue opportunities


What is financial fitness (behaviours)?

500

If we could show you a way.....would you be interested......

What is a benefit and permission question?

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