Example Reflection – Story Telling

Challenge & Selection

I am connected with the Banking Industry specifically Housing Loans Department. We know that not all  individuals are financially literate and familiar with the bank terms and processes.  To be assigned In  Housing Loans Department you must be able to fully explain properly all the processes and terms to  your client. We offer different types of Housing Loan Products thus one must be knowledgeable with all  of it to be able to fully explain it your clients. Some of our clients don’t have any background or  knowledge in terms of Housing Loan Application thus we have to explain to them in the most detailed  way while preventing the use of jargon words that they might not understand. We often use to define  the meanings of these words along the way of our discussion to fully explain to them the whole process.

In line with my industry and expertise, story telling is an effective tool to use. To be able to run down the  process of Housing Loan Application to our clients

Application

I start by making sure that a proper KYC is done to the clients to be able to package which product and  requirements we can provide to them. Second step will be able to discuss the needed requirements of  the client and the reason why we are requiring them. Third step will be explaining the monthly  amortization and bank charges that is included in their Housing Loan Application. Fourth is to run down  the process from birth to death of the account.

Insight & Approach

I learned about the different types of design thinking tools that we can use in our work place or even in  our daily lives. We are different individuals with different ways of learning. One must be able to identify  which proper tool to use for a specific type of individual or industry to able to properly convey your  message.

