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How to Communicate Overdraft Options Successfully


October 4, 2023

A free webinar brought to you by CUNA Strategic Services and ADVANTAGE.

Featured Speakers: Bob Layendecker, Paul McFarland & Jamone Moore | ADVANTAGE

Effective and consistent communication about your overdraft service is critical for your members. It’s also necessary to minimize your reputational risks. However, many credit unions face a common challenge of how to ensure their employees deliver a consistent message.

When your staff has the confidence to deliver accurate information, it empowers your members to make informed decisions about services they may use.

Watch this engaging discussion with panelists as they share real-world experiences and offer insights for overcoming communication issues.

Key topics include:

  • The importance of clear and consistent communication about overdraft options
  • Common mistakes that frontline staff make when communicating about overdraft options
  • Tips for delivering a consistent message

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ADVANTAGE, powered by JMFA, is dedicated to empowering financial institutions with strategic solutions for growth and success. Our comprehensive services include overdraft program consulting and compliance, checking account acquisition strategies, contract negotiation expertise, and consulting for technology strategy, evaluation and selection. With a rich history of serving credit unions nationwide, we are committed to delivering exceptional value and fostering long-lasting partnerships. Choose ADVANTAGE, to elevate your performance, identify new opportunities, and build more value.