Scheduling
Contact information needed to book an appointment
What are an email address and phone number?
Amount needed to open a Share Savings
What is $5
Someone whose debit or credit card got stolen feels this way
What are violated, angry, and/or scared?
We can wish them a Happy _____ if it’s close to today.
What is Birthday
Our “evergreen” promotion
What is Refer A Friend?
True or false: when approved to schedule a walk-in appointment, it helps to assign it to the rep in Concierge
What is true?
These three checking accounts have the debit card fee waived
What are Perfect Cents, Prestige, and Capital?
What we say when we find out we’re helping with a decedent account
What is “I’m sorry for your loss”?
We look for their next financial _____ to help build their relationship with us.
What is milestone?
When someone says they want to open an account, make sure they don’t already have this today.
What is an appointment?
Besides $100K or a large loan with us, what else is needed to be in Capital Club?
What is a account?
Whether or not the member is mistaken, we can ________ their feelings.
What is acknowledge/validate?
“If you receive an email survey, it’s totally _______”
What is optional?
True or false, once the friend receives the RAF email, they are enrolled in the program.
What is false?
True or false: we should apologize if we’re booked up for today.
What is false?
Perfect Cents checking is free under these conditions.
What are estatements and either direct deposit of $500 or more per month, or 10 debit card transactions per month?
Non-computer-savvy people require more of this.
What is patience?
The timeframe that we call new members after they open their accounts.
What are two weeks?
The number of transactions the new member has to make with their debit card for the RAF bonus.
What is 10?
The format for entering-in a non-email address.
What is first name.lastname@noemail.safecu?
Account members have to have or open in order to have a secured card.
What is Share Savings?
True or false: members who come in at 5:58 still deserve good customer service.
What is true?
Matching the same words, speed of speech, or body language of someone else.
What is “mirroring”?
Once the RAF criteria is met, they receive an email with their e-giftcard within this many business days.
What are 10?