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How to Communicate Overdraft Options Successfully


October 4, 2023

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

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

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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About JMFA

For decades, JMFA has helped credit unions to better serve their account holders with a fully disclosed overdraft solution—including the industry’s only 100% compliance guarantee—and to save on vendor contract negotiations.

JMFA continues to be one of the most trusted names in the industry. Whether it’s recovering lost non-interest income, providing a better member service or negotiating the very best deal with your vendors, JMFA helps you achieve measurable results with proven solutions.