Retail Banking

How often do customers step into your branch or call to obtain a copy of a statement, reorder checks, make a bill payment, update personal account information or transfer funds? Probably less frequently than ever before with electronic banking being faster, cheaper and easier.

So, when the opportunity to engage with a customer presents itself, do you follow a rigid script that simply walks through and completes the requested transaction? Or, have you transitioned into more of a customer focused dialogue—one that involves a deeper engagement and invites opportunities to cross-sell?

As more and more customers resort to the internet to manage their banking needs, the more crucial it has become to maximise customer engagements. The role of banking representatives has morphed into one that demands selling skills in addition to service oriented traits and financial knowledge. Companies that have recognised and acted on this notion have capitalised from increased revenue, increased client satisfaction, increased assets under management and an increased customer base.

Your representatives are trained to deliver outstanding customer service. They are graduates of rigorous financial academic programs. Are they professionally skilled to sell? If the answer is no, Huthwaite can help.

Here is a sample of our retail banking clients: