1. Introduce your customer or member to direct deposit
“Hello, I noticed that you are cashing/depositing your Social Security check. Would you like to switch to direct deposit? It’s safer and easier than a check because the money goes directly into your account.”
Give some of the examples below:
- Safer: When there's a problem with a Social Security
payment, nine times out of 10 it's with a paper check, not a direct deposit
payment.
- Easier: You don’t have to go to the bank or credit union to deposit your check – your money is in your account on your payment day.
- More control: You don’t have to let your check rule your schedule – your payment is in your account at the same time each month.
back to top
|
