How to Communicate Overdraft Options Successfully
Tips for how to deliver a consistent message to your account holders and minimize compliance issues and reputational risks.
About the webinar
Effective and consistent communication about overdraft options is critical for financial institutions. It helps your account holders make informed decisions about their finances. Moreover, it helps you maintain your reputation. However, many financial institutions struggle to ensure their employees deliver a consistent message.
In this recorded webinar, our panelists will discuss common mistakes employees make when communicating overdraft options and how to avoid them. We will also share tips for delivering a consistent message that empowers account holders to make the best decisions for their financial health.
- Bob Layendecker, Senior Relationship Manager, ADVANTAGE, powered by JMFA
- Paul McFarland, Senior Relationship Manager, ADVANTAGE, powered by JMFA
- Jamone Moore, Relationship Manager, ADVANTAGE, powered by JMFA
- Roy Seifert, Client Training Manager, ADVANTAGE, powered by JMFA
Please contact us for any questions about the webinar, or to learn more about how to stay proactive with your overdraft strategy.