Help member set up loan payment notification Use the member name 3 times during transaction Reset pin for member in member center Explain our surveys to 3 members Submit loan referral form Get member set up with a debit card Sign member up for e- statements Talk to member about quick balance Found alternative solution, didn't say no Set member up with home banking Walk member directly to loan officer Help member set up low balance notification Compliment 3 members during transaction Help member w/ deposit notification Greeted members at door during slow times Set up member with mobile banking Talk to member about POP money talk to a member about Call 24 Use the members name for 5 members tell member about online bill pay Shake hands with 3 members Work lobby or greeted members in lobby Walk all the way out to greet 3 members Submit Checking Referral Form Help member set up loan payment notification Use the member name 3 times during transaction Reset pin for member in member center Explain our surveys to 3 members Submit loan referral form Get member set up with a debit card Sign member up for e- statements Talk to member about quick balance Found alternative solution, didn't say no Set member up with home banking Walk member directly to loan officer Help member set up low balance notification Compliment 3 members during transaction Help member w/ deposit notification Greeted members at door during slow times Set up member with mobile banking Talk to member about POP money talk to a member about Call 24 Use the members name for 5 members tell member about online bill pay Shake hands with 3 members Work lobby or greeted members in lobby Walk all the way out to greet 3 members Submit Checking Referral Form
(Print)
Help member set up loan payment notification
Use the member name 3 times during transaction
Reset pin for member in member center
Explain our surveys to 3 members
Submit loan referral form
Get member set up with a debit card
Sign member up for e-statements
Talk to member about quick balance
Found alternative solution, didn't say no
Set member up with home banking
Walk member directly to loan officer
Help member set up low balance notification
Compliment 3 members during transaction
Help member w/ deposit notification
Greeted members at door during slow times
Set up member with mobile banking
Talk to member about POP money
talk to a member about Call 24
Use the members name for 5 members
tell member about online bill pay
Shake hands with 3 members
Work lobby or greeted members in lobby
Walk all the way out to greet 3 members
Submit Checking Referral Form
