Financial institution expert Trish Springfield will share solutions to help you make the client experience an exceptional one for your institution. You will learn which capabilities to add, expand, and change.
Topics Covered
- How can you simplify processes for your clients or members?
- What education should you provide about self-service solutions?
- Which new technologies can make transactions easier?
- How can you better multitask during peak transaction days?
- How should you balance client service with business development and growth?
- What capabilities can you leverage to please clients or members?
Scheduled for 60 minutes including question and answer period.
Training Overview
Say “yes” more. Expand service offerings to amaze clients and members.
As the COVID-19 pandemic persists, the demand for remote technology services continues to increase. Clients and members want ways to work with their institutions based on their preferences, comfort, and timelines.
You need to provide amazing client experiences using multiple channels and tools to meet expectations.
- How can you simplify processes for your clients or members?
- What education should you provide about self-service solutions?
- Which new technologies can make transactions easier?
- How can you better multitask during peak transaction days?
- How should you balance client service with business development and growth?
- What capabilities can you leverage to please clients or members?
Who Should Attend?
- Front line staff
- Client facing staff
- Front line managers
- Branch/office managers
- Human resources professionals
- Operations managers
- Location managers
- Division supervisors
Expert Presenter
Trish Springfield
- Founder of Energize2Grow
- Has worked with banks, retailers, educators, and corporate trainers for over 27 years on how to energize, optimize, and capitalize on growth opportunities
- Previously Executive Vice President of Retail Banking for Southern First Bank, a $1.6 billion bank with offices in South Carolina, North Carolina, and Georgia
- Served as the Retail Banking Executive at The Palmetto Bank as well as for The South Financial Group (now TD Bank)
- Faculty member of the Barret Graduate School of Banking School and the South Carolina School of Banking