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 responded by highlighting the benefits of membership and explaining how the Relationship Rewards program could provide value based on his needs.

Impressed with the information and personalized approach, the individual agreed to meet with a team member to open a new account and indicated plans to move his full financial relationship in the future.

This interaction demonstrates how proactive engagement during “See You Out Front” time can turn a simple observation into a meaningful conversation and new membership opportunity.