Overview

You've just opened an account for a customer. Congratulations! They are now part of your bank or credit union's family. Now the customer service and loyalty starts.

Don't let the customer just walk with a pile of paperwork and a business card. Onboard them. In this webinar, I’ll show you how to make your new customer feel like a part of the family. And that will create customer loyalty. And yes, they'll tell all their friends.

Why you should Attend

New customers need to feel like they are a part of a family. They need to feel a personal connection to your bank or credit union. If the account opening process is just another transaction, there is no reason for that new customer to stay. Onboarding will help develop that personal relationship that every bank or credit union wants to have with customers.

Areas Covered in the Session

• How customers view banks and credit unions
• The psychology of establishing a great relationship with a customer
• How to onboard a customer face-to-face or virtually

Who Will Benefit

• Frontline Employees
• Sales Professionals
• Call Center Employees
• Customer Service Employees

Speaker Profile