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SECU tellers help members switch to checking
RALEIGH, N.C. (4/19/11)--State Employees’ CU (SECU) is helping members make the switch to credit union checking accounts through a personalized teller initiative. Since the initiative began, SECU tellers have educated 11,000 members on the benefits of the credit union’s checking product and 750 made the switch. The project came about when SECU tellers communicated to management that many members without a checking account at the credit union had indicated it would be too inconvenient to move to the credit union. SECU’s Senior Vice President of Corporate Projects Patty Munns organized a focus group of teller services managers to develop the program. SECU teller services managers from throughout the state met in early February to learn about the program details. The project kicked off March 1. As they serve members at their stations, tellers identify members without SECU checking and educate them on the product. But the key feature of the SECU “Switch” is the opportunity to work individually with the same teller, who guides a member through the step-by-step process of moving a checking account from another financial institution to SECU. “This checking switch project is a great initiative for our teller staff as they are the first point of contact for members visiting the branch,” Munns said. “Tellers interact daily with the membership and have a clear understanding of the services they (members) use. The ultimate goal is to help members save money on the products they need and want from their financial institution without compromising convenience or service. The switch process can be hassle-free and SECU tellers are proving that on a daily basis.”


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