Are your tellers, CSRs, MSRs and call center staff completing routine transactions and missing opportunities to create engaging conversations? Very likely! Just about every week I stop in Sprouts, my favorite local grocery store to pick up some items.... Read More | Share it now!
I hope you and your staff are staying healthy and hopeful in these very interesting and challenging times! We all need to focus on those things that will help our staff and members. With that in mind, if you want engaged and proactive staff, loyal... Read More | Share it now!
I typically love the holiday season with Christmas music, festive lights, holiday cookies, sharing gifts, joyful worship and celebrating with family and friends. In fact, I bet you have some wonderful traditions and fun memories of past holiday... Read More | Share it now!
Banks and Credit Unions Need an Appointment Making Strategy I hate wasting time. Standing in long lines, being placed on hold and playing phone tag is frustrating. When I need important information or advice, I want it quickly with a knowledgeable... Read More | Share it now!
Thirty to forty million Americans have been removed from payrolls as a result of the coronavirus pandemic and related shutdowns. This is just the beginning. A March 2020 Gallup poll shows that 61% of Americans expect a recession and 52% say it’s... Read More | Share it now!
While practicing social distancing, I’m tired of being cooped up inside, canceling plans and hunting for toilet paper. I miss seeing my neighbors’ warm smiles as they wave hello covered with the latest fashion-inspired mask. If you relate, your... Read More | Share it now!
You Have More Control Than You Think I’m sure you’ll agree, it’s a scary time right now. Our lives have been completely disrupted in ways we could never have imagined. Our country is shut down, we’re sheltering in place, distancing from others... Read More | Share it now!
Whether It’s Sales Training, Customer Relationship Management or Increasing Staff Recognition, Any Initiative Can Derail If you’re looking to implement important sales training, customer relationship management or other initiatives for 2020 or... Read More | Share it now!
To Solidify the Member or Customer Relationship, Ask About Their New Year Resolutions, Dreams and Goals As we enter a brand new year, there’s a good chance you made some resolutions or goals you’d like to achieve in 2020 and beyond. Many of your... Read More | Share it now!
Banks and credit unions need to focus on key questions for customer loyalty and long-term organic growth When beginning a project to help a new client transition beyond transactions to a relationship culture or improve their onboarding program, we... Read More | Share it now!