RAPPORT
IDENTIFY
OFFER
OBJECTIONS
CLOSE/FOLLOW-UP
100

This nonverbal behavior builds immediate trust before you speak

Eye contact (positive body language)

100

This type of question helps uncover deeper needs

What is an open-ended question?

100

Products should always be tied to this, not just features

what are benefits?

100

Objections are not rejections - they are part of this?

It's part of the process

100

The model uses follow-ups in this pattern.

2 days, 2 wks, 2 months (2-2-2 rule)

200

Name one way to personalize a conversation.

Using their name twice, reference a past visit, ask about their, compliment their physical appearances. 

200

Member keeps a high balance in checking and/or regular savings. What other product OR service we may be able to offer them?

-CD

-MONEY FUND

SAVER

-AAIG INVESTMENTS

200

When offering a cash back rewards checking, what three things do they have to qualify for to get the bonus?

-e-statements

-12 debit card purchases

-one automatic payment or direct deposit

200

What three-step response model should you use hen handling objections?

Ask.Acknowledge.Clarify

200

When wrapping up with both members and non-members, what new program should you consistently mention to help grow relationships?

What is our referral program/velocity?