S.H.I.N.E.
Member Experience Road Map
Identify Needs
Etiquette
Service Promises
100

What does the "E" stand for in S.H.I.N.E?

What is Eye Contact?

100

What is the First Step in the Road Map?

What is Greet and Engage?

100

What type of questions should we ask our members?

What is Open-Ended Questions?

100

How quickly should you answer the phone?

What is within the first 3 Rings?

100

What is the First Service Promise?

What is I promise to be courteous and professional? 

200

What does the "S" stand for in S.H.I.N.E?

What is Stand and Smile?

200

What is the Second Step in the Road Map?

What is Identify Needs?

200

How do you know what questions to ask?

What is By Listening to the members?

200

When should you standup from your chair?

What is Whenever there is a member at the teller line?

200

 What is the Second Service Promise?

What is I promise to listen and treat you as a valued member?

300

How many times should you use the members name in your conversation?

What is At least 3 times?

300

What is the Third Step of the Road Map?

What is Process Transaction?

300

What bucket would the following question fall under? "How are you currently using the equity in your home to your advantage?"

What is Growing Money?

300

When is it appropriate to have personal conversations?

What is when there are no members in the branch?

300

What is the Third Service Promise?

What is I promise to respond to you promptly and accurately? 

400

When should you introduce yourself?

What is To Every Member, Every Day?

400

What is the Fourth Step in the Road Map?

What is Recommend Solutions?

400

What is one way to transition to Recommend Solutions after Identifying a Need?

What is any one of the following: 

Answer questions, overcome objections, open accounts or apply for loans, and follow up as planned. Introduce to co-worker, give business cards, provide sincere thank you by name, ask for referrals.?

400

When is it okay for you to be on your cell phone?

What is When you are not clocked in or behind the teller line?

400

What is the Fourth Service Promise?

What is I promise to identify your needs and suggest solutions? 

500

Why is S.H.I.N.E important?

What is To meet our vision of making the difference for every member every day?

500

What is the Fifth Step in the Road Map?

What is Enhance & Exit?

500

What are the three buckets on the Identifying Needs Worksheet?

What is Managing Money, Growing Money and Future Needs?

500

What should you do before closing the branch?

What is Check the Drive area and Parking Lot for members before locking up.
500

What is the Fifth Service Promise?

What is I promise to make the difference for every member, every day!? 

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