PRODUCTS/REFERRALS
What is the most offered product in the service center?
mobile app or alerts
Knowledge Center
How many AAA categories are on the Member Service Guide?
17
As of 2025, Mountain America Credit Union operates in five states. Name them.
Utah, Idaho, Arizona, Montana, Nevada
What month is Baby Egbert due?
November
What are 5 of the benefits of Mystyle Checking account?
.25% loan discount, mobile phone protection, identity protection, dark web monitoring, savings and entertainment, telehealth
What should be verified to complete Cross Verification?
Name, DOB, SSN
What are the 3 parts of a Value Proposition?
Permission, Position, Value Statement
This year marks the founding of Mountain America Credit Union
1934
What departments has Erik worked in?
Service Center and Financial guide
products 5%
referrals 1%
What is the Document called that we send to members before opening a CD or any share?
Truth in Savings
What does AAA stand for in the correct order?
Assess: We listen to uncover needs.
Advise: We consult and offer guidance.
Assist: We keep commitments, deliver quality and follow up.
Salt Lake Telephone Employees Credit Union
What state was Erik born in?
Idaho
How many referral departments are there? and how many can you name?
11
SEG, Wealth Management, MAIS, Medicare, Long Term Mortgage, Indirect Loans, Financial Guide, Customer Financing, Business Services, Business Lending, Branch/Service Center FSR
What is the name of the ODP document we send to members?
A-9
What does Match Talk refer to?
Matching the appropriate product to the members needs as they share their situation with you
As of 2025, MACU has surpassed this amount in total assets, making it one of the largest credit unions in the country.
$20 Billion
How long has Erik worked for MACU?
6 years
Name three products/referrals you could offer George that best fits their situation
George calls in to make a one time payment on his auto loan. He has $54,000 in his primary savings and a free checking account with $4.87. You mention a certificate to George but he is hesitant because he plans to used those funds in the next couple of months for a down payment on a house.
Money Market
Mortgage
Wealth Management
Autopay
Mobile App
Mystyle Checking
What should we do when there is a 3rd party on the line?
Disclose the line is recorded for quality and training purposes, obtain member permission to share and provide information.
How does MACU's sales philosophy relate to AAA?
we will Assess the members needs, Advise them on the options that fit their situation and Assist them in choosing the best option for
In September 2025, MACU celebrated the grand opening of a new branch in this Northern Utah city
Logan, Utah
How many Brothers and Sisters does Erik have?
0 brothers
3 sisters