Enquiring about Education Savings Plans

About the Case

Logan Pierce, a 34-year-old software engineer in St. Louis, Missouri, is visiting the bank to enquire about education savings plans for his three-year-old daughter, Emma. He seeks information on different plans, their benefits, interest rates, fees, and tax advantages.

As the relationship manager, you need to explain the available education savings plans, the process for setting one up, and how to maximize contributions. Your goal is to help Logan secure a robust financial strategy for his daughter’s future educational needs.

Learning Objectives:

Providing direction and advice to help customers make informed decisions
Offering encouragement and assistance to help customers achieve their goals
Developing and implementing effective solutions to address and resolve issues
Understanding and sharing the feelings of customers to build rapport and trust
Communicating information in a clear and precise manner to ensure understanding

Skills Assessed

Guidance
Supportiveness
Problem-Solving
Empathy
Clarity

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With the AI-Humans platform, create fully customizable AI-powered immersive scenarios for soft skills training. You have the power to:

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Define assessment rubrics
Select a character of your choice
Define user and character roles
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Enquiring about Education Savings Plans

Character’s Role

Customer

User’s Role

Relationship Manager

Scenario Location

Relationship Manager’s Office

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No technical knowledge required.