Teller Training and Go Direct Days
When tellers talk, people listen. In fact, research shows that tellers are the most trusted source of information about direct deposit – putting them in an ideal position to help customers or members who receive federal benefits to sign up for direct deposit with Go Direct. Your branch can use Go Direct promotional materials to call attention to direct deposit during "Go Direct Days" – the first few days of the month when most people get their federal benefit checks.
Below are tools you can download to prepare tellers and promote "Go Direct Days":
- Teller Training and "Go Direct Days" Overview – Provides a short overview of how to promote Go Direct in your branches.
- Teller Training and "Go Direct Days" Program Summary – Explains how to host "Go Direct Days" and includes a brief teller script for tellers to use when introducing direct deposit and Go Direct to customers or members.
- Teller Training Webinar – A quick, comprehensive guide that can be presented during group training sessions or viewed by tellers on their own time. Also available to download and print.
- "Go Direct Days" Reminder Articles – Short monthly reminders to include in your organization's communications vehicles to branch staff, prompting them to encourage customers or members to sign up for direct deposit.
- Statement Messages – Short messages about Go Direct to incorporate into your monthly statements to customers or members.
- Teller Tip Sheet – Talking points to help tellers encourage direct deposit when they are given a federal benefit check to cash or deposit.
- Quick Quiz for Tellers – Use this quiz in your internal communications to tellers as a fun, interactive way to stress the importance of encouraging your customers or members who get Social Security or other federal benefit checks to switch to direct deposit.
You can order additional materials by contacting a Go Direct campaign representative at (952) 346-6055 or GoDirect@webershandwick.com.
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