A customer cue card for tellers at Wells-Fargo.  The idea is to cue tellers into asking customers to sit down with a WF financial planner, or a loan specialist, if, say, the customer mentions that he or she is getting married.

A customer cue card for tellers at Wells-Fargo. The idea is to cue tellers into asking customers to sit down with a WF financial planner, or a loan specialist, if, say, the customer mentions that he or she is getting married.