Friendship & Relationship
Benefits
Account Opening
Clues
MISC
100
TowneBank will be a relationship and friendship driven local bank focused on the basic human values that will serve to create a warm sense of belonging and financial well being among our family members.
What is the first sentence of the TowneBank Mission Statement?
100
We care about our members, we know who they are...
What are benefits of a banking account at TowneBank?
100
The first thing you should say to a new member who comes to you about financial services.
What is "Thank you for choosing TowneBank"!
100
Purchase a new home, have a baby, buy a car
What is reasons our members need to borrow?
100
Great!
What is how you feel when someone takes GREAT care of you?
200
Serving & pleasing others
What is our major weapon?
200
Asking myself, "What products and services are most appealing to my market? My members?"
What is "Understanding my market"?
200
"Let me ask just a few questions to make sure I offer you the best account"
What is what you say to the member to make sure you offer him the best account.
200
Won the lottery, work bonus, inheritance
What is what happens to our members they may have money to invest or deposit.
200
Doing this when a member opens a checking account will ensure he will start saving money.
What is open a savings account and auto-transfer money from the checking account once or twice a month?
300
Exquisite service, a personal connection, reliability all provide our members with the ultimate _________!
What is "experience"?
300
Knowing what they have that we do not/ how we compare to them/ their specials of the week.
What is understanding your competition?
300
This explains all the different Towne family affiliates and should be given to our members at new account opening.
What is the TowneBank Family Services brochure?
300
There's been a shift to Trust as a key relationship driver based on experience, fit and this.
What is value?
300
Make a personal phone call.
What is what should we do 3 days after an account opening?
400
Complete this sentence: To do purposeful work means you are passionate about what you do, because you want to, .........
What is 'not because you have to'?
400
You need to do these two things to develop the relationship.
What is 'Listen to what they say' and 'Ask questions'.
400
If the member says "NO", you can say this.
What is "that's okay I just wanted you to know what we can do in case something ever comes up!"
400
This ensures you will not forget an opportunity for your members.
What is jot down a note when additional needs are identified.
400
2 weeks after account opening
What is call the member to see if he has received his checks, debit card and has any questions.
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