Listen with your Heart
[Shape hands like Heart]
[Shape hands like Heart]
Who, What, When, Where, Why, How, Tell Me are the premise for common
Open Ended Questions
Safe and Reliable Form(s) of Payment that reduce output on our part and increases security our Member's
Cashier's Check or Money Order
A quality greeting used at the Credit Union
How May I Serve You?
Resources Old and New can be found here
TheSource
The appropriate number of Service Solutions we provide when advising our Member(s)
Two
A sign of respect by restating the key points presented by a Member, but not in the complete statement
Paraphrase
Appointment
All things that are worth it come in time, but when we Serve it is best that we get things right
The First Time
Individual's who are proficient in the key functions of a given subject matter
An Additional Form of Security That Safeguards our Member's information over the phone and in-person
Codeword
Judge
The day of the month that benefits our Member's most if their goal is to earn the most dividends in their Summer Saver or any other Share
You're Welcome is said by those who completed a job, Trusted Advisors would say
My Pleasure
To be clear without any hidden agenda
Transparent
Words have power. Therefore, it is best we use certain one's because they convey a brighter financial future for our Member
Positive Words
We don't seek to respond, We seek to
Understand
The most efficient and safe way to provide our Member their receipt
This key aspect of the NME provides another point of contact and supports our #OneTeam Spirit
Manager/Lead Intro
Released every two quarters, these trainings work as a guide for all non-exempt Teammembers
ILearns
To be given power or the ability to make decisions that are in the best interest of our Members
Empowered
We Make Decision that are in the Best Interest of
the Member
The average amount of time a Trusted Advisor should take when they are available to Serve a Member and there is a Member waiting
NO TIME
Our current Overall Excellent Score for New Memberships in March 2021
100%
When we don't know the answer, it would be in the Member's best interest if we do this
Get Help
A protection product, often to be RG:Instant approved, that provides the confidence that transactions will clear our Member's Checking Account
Overdraft Protection Loan