Spotting Opportunities and Making Referrals

Date:

May 16, 2024

Our best strategy for keeping depositors loyal is deepening the relationship we have with them. In this webinar, frontline and call center staff will learn to take their customer service skills to the highest level by looking for opportunities to promote products and services that provide solutions for depositors.

Institutions have a vast array of products and services that many depositors need and want. The people who interact with depositors daily - frontline and call center employees - have a unique opportunity to promote these solution and grow the relationship.

Frontline and call center staff are expected to assist the depositor not only with transactions and questions and concerns but to listen to the life events shared by the depositor. These shared life events can become an opportunity for the institution to provide solutions. In this webinar, you'll learn how to become comfortable offering products and services that help meet depositors’ needs.