The most effective type of referral from a Cash MRR?
What is a Warm Handover?
100
The ultimate goal of every investment conversation with a member
What is making a "cheeks in the seat" appointment?
100
$277,200
What is the South Lansing Branch's monthly loan goal for the 4th quarter of 2011?
100
These typically begin with Who, What, When, Where, Why, Tell me or Describe
What are high impact questions?
100
The primary account in which the special patronage dividend will be deposited
What is the savings account?
200
A loan used for emergenies, holidays or other small borrowing needs
What is a Personal Line of Credit (PLOC)?
200
The preferable terminology for a "free" consultation
What is a "complimentary" consultation?
200
15
What is the monthly Qualified Investment Referral goal for the South Lansing Branch?
200
Save money, earn money, save time and convenience, to name a few
What are benefits?
200
The date the Special Patronage Dividend will be paid to qualifying DFCU Financial members
What is January 4, 2012?
300
According to guidelines, the oldest model year and highest mileage considered for auto loans
What is 2004 and 100,000 miles?
300
Saving money on fees, earning more on investments, productst that protect your principal, to name a few
What are benefits of meeting with Dewey?
300
The branch goal for Member Satisfaction Survey's
What is 4.70?
300
Rather than selling the product of the month, we prefer to focus on these
What are the member's needs?
300
The range of dollar amounts that members may receive in the Double Your Dividend sweepstakes
What is $50-$1,000?
400
A benefit statement for an auto loan referral
What is "We may be able to save you money on your auto loan, as our rates have recently dropped"
400
A benefit statement used for investment referrals
What is: "There are many ways to earn more money on the funds in your account. I'd like you to meet with Dewey to explore those possibilities."
400
The single most important way to meet branch goals, individual goals and to ensure a solid shop score?
What is Asking for the Business?
400
Examples of this technique are "How does that sound?" or "What do you think?"
What is Testing for Reaction?
400
Other accounts, in order, in which the patronage dividend will be deposited if a member does not have a savings account
What are special savings, holiday savings, checking, IMMA, CD or IRA
500
A testimonial used for a mortgage referral
What is "One of our members was able to reduce the term of their mortgage by 5 years and save over $15,000 by refinancing their mortgage with us...not to mention the earnings they may receive with the patronage dividend"?
500
A testimonial for investment services
What is: "I personally met with Dewey and found that he kept my short and long term goals in mind when developing my savings strategy"?
500
Must be included in Velocity and XSELLerator for referral credit on a loan
What is the referrer's person number?
500
An example of a testimonial for AAA insurance
What is "One of our members found she would save over $1,000 per year by switching to AAA for her auto and homeowner's insurance"?
500
The four methods of automatic entry in the Double Your Dividend Sweepstakes
What are: Making a deposit of $100 or more
Opening a new deposit account
Closing on a loan
Opening a new credit card account?