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 Suncoast Schools Federal Credit Union Request to Close Account 2013

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now let's hear how some of our member Advocates are able to build relationships with their members all right here at sunos Credit Union uh one of the ways we can take our transactional conversation and make it a more relationship conversation is by uh trying to figure out what the member needs without them actually telling you what they need a quick example I had a member come in a a recent member she just joined the credit union she's currently transitioning from One financial institution to us so she's kind of in that time frame where things are not 100% over yet um but she's trying to get everything here with sunos so she came in today she had a bunch of NSF fees that she just needed reversed cuz she didn't have the funds available just yet she's trying to get everything over um so I explained to her our overdraft protection and she realized she only had it set up for the regular savings account and she didn't really keep anyth

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