From Conversation to Membership
A teller was conducting “See You Out Front” time when she noticed a shopper reviewing branch marketing materials. Recognizing an opportunity to connect, she introduced herself and asked if he was currently a member. The individual shared that he was not a member and expressed frustration with fees at his current financial institution. The teller […]
Every Conversation Counts
From Training to Action: Aisle Walk Testimonial “FSI training reinforced the importance of using visual cues to initiate friendly, natural conversations. While engaging in an aisle interaction, I noticed a shopper wearing a Geneva Youth Theatre Guild t-shirt, which provided an immediate connection point. Because of my own past experience with the organization through my […]
The Visual Connection
“FSI training reinforced the importance of using visual cues to start friendly, meaningful conversations. While on the floor, I noticed a shopper wearing a local theatre group T-shirt and used that as an opportunity to connect. Because I had a personal connection to the organization, I was able to engage in a genuine conversation and […]
Movie Bin Connection
Here is an aisle walk testimonial of a teller after attending an FSI training. From Training to Action: Aisle Walk Testimonial “I wanted to share a simple strategy I tried that really reflects the ‘Make a Friend, Make a Member’ philosophy. While on an aisle walk, I noticed a shopper browsing the movie bin and […]
Golden Ticket Moment
From Training to Action: Aisle Walk Testimonial “The importance of feeling comfortable when approaching people really stood out to me, both in how I engage and what I plan to talk about. I am very comfortable with children and already familiar with our Youth Program, so during an aisle walk I approached two women shopping […]
Free Samples
A creative marketing best practice was developed to engage shoppers and members through a simple, unexpected giveaway. Team members distributed small “sample coin” cards to shoppers and members, offering a tangible and memorable interaction. Each card featured promotional messaging highlighting key products and services, including access to a large network of surcharge-free ATMs. The concept […]
Recognizable Face
From Training to Action: Aisle Walk Testimonial “While in the Brockport location, I was approached by a Walmart shopper who is a regular in the store but someone I had not previously spoken with. He stopped me to ask where he recognized me from, which led into a natural conversation. I shared that I work […]
One Connection, Multiple Opportunities
From Training to Action: Aisle Walk Testimonial “One of the key takeaways I gained from the training was the importance of ‘make a friend, make a member.’ I recently closed a loan with a member and took the opportunity to build rapport during the closing process. As a result, she now requests to speak with […]
Finding Common Ground
From Training to Action: Aisle Walk Testimonial “‘Make a friend, make a member’ was a key takeaway for me from the FSI training, particularly in how I approach aisle walk interactions. I began focusing on fewer, more meaningful conversations with both members and Walmart shoppers, rather than trying to engage broadly. This shift helped me […]
The Power of Personal Details
From Training to Action: Aisle Walk Testimonial “One of the key takeaways reinforced by the FSI training was the importance of remembering personal details about members and using them to strengthen future interactions. This approach has proven very effective in creating more meaningful conversations and improving the overall member experience. For example, I recently worked […]
