Bank Question

I am doing a bank shop for Ath Power, and am unsure of one question on the survey. Since Ath Power refuses to answer any of my questions, I thought perhaps someone here might know the answer. Did the banker set an agenda (use a Connect Statement) What is a "Connect Statement"?

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I don't know what they are driving at. It is not uncommon for a banker to make suggestions for sequential actions. I was hoping for that with a recent bank shop where the banker SHOULD have made some suggestions about use of credit and clearing up outstanding debt (but didn't).

The survey does ask for the usual prodding to try to get the banker to suggest extra services. I did think this might be what they're talking about here, but I wasn't sure. They make it sound like a Connect Statement is something with which anyone should be familiar. I am figuring if you don't know what it is, Flash, then I don't feel quite so stupid. Thanks.

I've run across the same question for them. The way it is capitalized, I felt is should have been an obvious act if the banker ever did use it. Such as them showing me a chart or brochure and it had the words Connect Statement in large print on the top. Or they say something like, "Well, if we look at the Connect Statement...." or some such thing. I even googled it before a shop to see if I could figure it out - so please don't feel stupid!

I used to see a life coach pretty regularly.... back when they were called bartenders.

I'm thinking a Connect Statement might refer to cross selling. You are supposed to go in and ask about setting up a bank account. You get the info you need regarding the bank account, but then the representative will tell you about about other services their bank offers. I've never seen the words Connect Statement in the guidelines before, so I can't be sure.

I'm mystery shopping a bank auditor and don't know what question to ask. HELP!

What do they consider to be a 'bank auditor'? Is that a teller? Is that a personal banker? Your guidelines should give you a fairly decent clue about what services you are to inquire about.

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