Phone Shop: Credit Union -$5 (www.secretshopper.com)

For this shop you will:

Call the specified number listed on the recorded line (directions for use are at the top of your survey form)
Explain that you are new to the area and looking for a new financial institution
Assess the friendliness of the staff and ability to help you with your needs
Evaluate the knowledge of product services and benefits
Provide an objection for not immediately registering a new account
Note if the team member attempts to overcome the objection

Flat payment $5.00

If you have any questions about this assignment, please email coordinator@secretshopper.com.

Thank you,
The Coordinating Department at Secret Shopper

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