Our on-site Sales and Service Evaluations take every aspect of a customers experience into account. From arrival to departure, our evaluation experts will assess and rate every key component of a customers banking experience while at your branches.
We will evaluate:
- External Characteristics
- Internal Characteristics
- Greeting Received
- Teller Interaction
- New Accounts Receptiveness and Knowledge
- Needs Assessment
- Closing Ability
- Employee Appearances
- Overall ‘Bankability’
As experienced retail bank managers, we assess 18 categories from a first-hand, knowledge-based perspective. Most importantly, our evaluators are not the typical ‘hired shopper’! Our evaluators have more than 200 collective years of experience in branch management. It’s that caliber of experience and expectation that brings our evaluations to a level that any CEO, Retail Supervisor, or Branch Manager would and should find more than valuable in truly assessing their branch delivery network.
Sales Training and Cultural Development Programs
Studies have proven that it costs up to 5 times more to establish a brand new customer than it does to cross-service an existing customer for more products. Additionally, studies show that the longer you keep a customer, the more profitable that customer becomes to your organization. It’s obvious, the name of the game is… RETENTION!
With everyone vying for your customers, how do you retain them? The answer is simple. You create loyalty through developing and deepening the relationships with your customers. How do you do that? Simply stated, the answer is to develop or strengthen a TRUE sales and customer service culture within your organization. In order for this to be truly successful, it must start from the top down and be embraced by every department within your organization.
The Key Consulting Group, Inc. is pleased to be able to provide the tools and thought processes needed to support this initiative. Through our association with nationally respected, accomplished author, lecturer, and trainer, Niki McCuistion, The Key Consulting Group, Inc. presents a comprehensive, culture changing program, ‘Selling is Helping’ to your organization.
‘Selling is Helping’ takes the sales fear away from your associates and replaces it with a willingness and desire to service the customers needs. This program helps your associates understand the value of building rapport, assessing needs, having full product knowledge for recommendations, determining other avenues of business needs, and most importantly, developing those relationships into loyal, referral-generating customers who stay with your bank for years to come. In short, this program will help your employee’s directly contribute to the bottom line of your company without feeling threatened or forced to meet quotas.