Ashleigh Fedderman Essays - Banking, Bank Teller, Office Work

Ashleigh Fedderman District Manager 8 banks5 Pueblo 3 Cannon City Don't have sales force managers but do employ branch managers Target groups Advertising never talks about a product -the reason for that they are a relationship bank Google vision and valuesvision we want customers to achieve financially asking the right questions like right now or six years from now Training for managers Extensive 5 weeks longvirtual and in Denver and North Glenn to really understand the best way to boost their team numbers and best way to serve their customers and how to tie it all together not sells but team member retention Creative customer relationships and retain it Asking the right questions we have to know what the top priority is like asking what your financial priority is they have certain categories like buying a home, home financing, need or build credit, debit consolidation, savings, retirement, maturity, etc. try to focus on the top two in every business example savingswhat are you currently saving, are you comfortable with it, do you want to save more what's the timeline for the goal you have in mindits asking the right questions and building trust, showing them that you care -its how they recommend products. Customer feedback Randomly surveyed they don't know who gets the survey it's a random email survey the bank ranks it really high its based on a scale 1-5 and they goal to achieve 5 on all the categories they ask them Difference between tellers and loan officers Credit unions have new account offices and loan officers, their mangers do all of that they open accounts, do loans, retirement, etc. Tellers are responsible for cash handling, identifying opportunities that bankers can help with. Customers that come in everyday they know them by name and they strive to know customers by name Apps Wells Fargotake picture of check for deposit, account alert -if your account gets below a certain amount it will send you text, a budgeting tool to let you see where they spend the majority of their money Promotion within The harder they work they are rewarded and move up, a degree is not needed but preferred Travel Extensive