FOR JMFA OVERDRAFT PRIVILEGE^® CLIENTS

Exclusively for JMFA OVERDRAFT PRIVILEGE^® clients, this workshop complements our full-length training and is designed to reinforce essential principles to improve communication and help overcome challenges when it comes to explaining the program to account holders.

Key discussion items include:

• The difference between Standard Coverage and Extended Coverage
• How to effectively communicate Overdraft Privilege using specific, compliant and non- lending words and phrases
• Six simple key discussion points when explaining Overdraft Privilege and Regulation E
• What key phrases are best to use for starting a conversation about Extended Coverage
• How to overcome the challenge of answering difficult questions
• Ways to handle objections positively

*All programs are scheduled at Central Time (CT)