Back To Basics

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  1. 4. You might find it easier and more discreet to check your balance or get payment reminders via ____ message. Our mobile ____ service is free and I can get you set up now if you’d like?
  2. 5. Pay We can make it easy to manage your bills, and help you avoid surprises. “Our ____ ___ service ensures payments only come out when you want them to. Paying bills should be easy! That’s why—instead of remembering usernames and passwords for every biller’s website—I just log into my Navy Federal accounts. From there, I can check my balance and pay all of my bills using ____ ___! Can I show you how to get set up today?”
  3. 7. You wouldn't have to worry about payments being returned if your account was protected by Navy Federal's _________ ____ __ ______. It automatically kicks in when your checking account is short on money. Would you be interested in applying today?
  4. 8. Skill in handling a difficult or highly sensitive situation; Subtlety and tact in handling difficult situations.
  5. 9. MSRs are _________to assess the situation and make the decision on whether or not to waive fees and how much.
  6. 11. Of Speech MSR responds to caller’s request to repeat information by noticeably slowing ____ __ _____ and clearly enunciating for the remainder of the call.
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  1. 1. Of Membership Navy Federal has many self-service options to help you easily manage your family finances. Would you like to start ____ __ ___________ for your children??
  2. 2. User Even though you trust your [FRIEND or FAMILY MEMBER] with your Online Banking credentials, sharing this information represents a security vulnerability that could be exploited. We can help you reduce that likelihood and maybe even save you money in the long run by setting up _____________ ____ access for your [FRIEND or FAMILY MEMBER]. That way he or she is still able to provide the help you need in the safest manner possible.
  3. 3. Transfer It’s our goal to connect you with options that make it easier for you to take care of the basics—like the transfers I helped you with today! It might be more convenient for you to make _______ _________ on your device. Have you ever tried that before?
  4. 6. Your Certificate Today It looks like you’ve found a savings plan that works for you. That's why my advice would be—even though your certificate matures soon—renew it so that you can keep building your savings! Would you like help arranging to _______ ____ ___________ ________!!
  5. 7. One way to add an additional layer of security to your accounts is to add a _________. My ________ gives me confidence knowing only I can access my information over the phone and at the branch. Why don't we add one for you today?
  6. 10. One time-saving option for checking your balance is our _____. It can provide you a balance and even tell you about pending deposits without even waiting on hold! Would you like me to show you how it works?