Explaining Account Types

About the Case

Freida Manning is a marketing executive in a reputed IT company. To better manage her home finances, she is planning to open a bank account. She is at the bank, meeting with a relationship manager to understand the types of accounts available for her to open one with.

As the relationship manager handling Ms. Manning’s enquiries, you need to provide her with all the information she needs and try to ensure that she leaves with a clear understanding of the options she has.

Learning Objectives:

Paying close attention and understanding customer’s needs
Demonstrating clear knowledge of bank’s products and services
Being patient when handling customer’s multiple queries
Recommending products and services to suit customer’s personal needs
Ensuring the customer leaves with comprehensive understanding of options available

Skills Assessed

Active Thinking
Product Knowledge
Patience
Personalization
Closing Skills

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Explaining Account Types

Character’s Role

Customer

User’s Role

Relationship Manager

Scenario Location

Relationship Manager's Office

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No technical knowledge required.