Do's and Don't's

Always look out for problems.
Presume that customers have the ability to make a decision.
Ensure you understand the finance product, terms and conditions and offers thoroughly.
Provide the customer with a clear and simple product presentation.
Use different types of explanation to help explain difficult concepts.
Ask if a relative, friend or other reliable source is able to support it they are struggling to understand.
Ensure the customer makes the decisions even if you think this is unwise.
Act if you see the customer is having difficulties
Refer to your manager if you are unsure how best to proceed with the customer.

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Don’t

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