New Memberships Flashcards
Using TrainingSym, complete the steps to create a new membership with a single accountholder. The completed new membership should have a share savings, checking account, and debit card. Make note of the member number for the completed membership.
Review the completed membership with an OJT. The completed membership should have a single account holder with a share savings, checking account of your choice, and a debit card - did you miss any steps?
Using TrainingSym, complete the steps to create a new membership with a two accountholders. The completed new membership should have a share savings, checking account, and debit card for each accountholder. Make note of the member number for the completed membership.
Review the completed membership with an OJT. The completed membership should have two account holders with a share savings, checking account of your choice, and a debit card for each account holder - did you miss any steps?
Using TrainingSym, complete the steps to create a new membership with three accountholders - a minor child should be the primary, with two adult joint owners. The completed new membership should have a share savings, youth checking, and debit card for the primary member only. Make note of the member number for the completed membership.
Review the completed membership with an OJT. The completed membership should have three account holders (minor child primary, adult joints) with a share savings, youth checking account, and a debit card for the primary only - did you miss any steps?
How would you describe the share savings account to a prospective member who has never banked with a credit union before?
Ask your OJT how they convey this information!
How would you describe the difference between the three checking accounts? What are three questions you might ask a member before making a checking account recommendation?
Review this question with your OJT - feel free to ask for their best practices!
How would you discuss the Overdraft Special Reserve as part of the new membership process? What benefits would you highlight on this product for a prospective member?
Review this question with your OJT - feel free to ask for their best practices!
How would you discuss Digital Banking services as part of the new membership process? What benefits would you highlight of this service for a prospective member?
Review this question with your OJT - feel free to ask for their best practices!
A prospective new member sits down with you to open an account. What questions would you ask to determine this member’s eligibility - other than: How are you eligible for membership?
Review this question with your OJT - feel free to ask for their best practices!
