IMPACT
What is the first step of the IMPACT model?
Introduction
What is the hotkey we use for a withdraw?
F3
What would you select after quick inquiries to pull up a members profile?
Relationship profile
Which Org Development member loves anime?
Maki
What are safe small talk topics?
Weather, holiday plans, weekend plans, "how are you doing today?"
What is the hot key for a deposit?
F2
Who is the CEO of AFCU
Rodney Showmar
What is the reason the member called referred to as in the IMPACT model?
~P
Primary Need
What is the hot key for a regular loan payment?
F8
Can you accept checks in the CC?
No
Why is smiling on the phone important?
It contributes to the tone of your voice.
If you need to make a principal only payment there is no hot key. Where would you go to make this?
Transaction Types
In the first step of the impact model we
Smile and Greet
Thank the Member
Asking for Primary Need
R_______________________
Request Member Information