MSR Start Series – Product Knowledge
Who Should Attend
The base for any member relationship is trust. Building trust with members involves asking about and understanding their needs, and providing the products and services they require to meet their financial objectives. To be that trusted advisor for the member, the Member Service Representative (MSR) must know the features and benefits of each financial product or service. More importantly, they must be able to describe how that product or service will be used to meet a member’s need.
In this 30-minute module, we will explore transaction, lending and investment services. We will use credit union scenarios to explain how the product functions and we’ll watch as an MSR helps a member determine if they need overdraft and a line of credit on their new chequing account.