New Information

Question 1

MVR

Answer 1

Member Value Review

Asses: FSR asks member questions to better understand the members needs using the New Account Checklist.

Advise: After discussion with manager the manager meets the member and thanks them and builds relationship (email when manager is not available)

Advise:

Question 2

Asses

Answer 2

Primary Goals
Current Situation
Future Goals

Question 3

Primary Goals

Answer 3

What brings you to Mountain America?

Why are you looking to switch financial institutions?

Question 4

Current situation

Answer 4

What accounts/loans do you currently have with other institutions?

What do you like/dislike about your current financial institution?

How do you feel about your current financial institution? …what do you like about them, dislike?

Question 5

Future Goals

Answer 5

What would you like to change about your financial situation?

What kinds of things are you saving for?

What types of major purchases are you considering in the future?

Question 6

Next day

Answer 6

Review all Apps previous day. Did they all receive MVRs?

Question 7

Goals

Answer 7

12233 NPBS

12% of new membership term deposits

Plus

285 Term deposits yearly

Question 8

RG Inderect.track

Answer 8

JSU’s