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A client says she wants to learn more about savings options. You suggest she speak to a coworker who manages new accounts, but she asks
A client says she wants to learn more about savings options. You suggest she speak to a coworker who manages new accounts, but she asks for your help instead. There is a line of clients waiting for your help. What would you be most and least likely to do? MOST + PICK ONE OF EACH LEAST Give her a summary of the bank's most popular savings options. Let her use the information to decide what she wants to pursue. Explain that you are unable to open new accounts yourself, so she will need to discuss this with one of your coworkers. Tell her you'd like to discuss this more, but other clients are waiting. Give her some pamphlets on the bank's savings options. Tell her your coworker is very knowledgeable about savings options. Call your coworker over and introduce her
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