Creating Memorable Member Experiences

Who determines the value of the service being delivered at your institution? Good service is vital to the success of any business. Research says that it takes 10 times the effort to keep a depositor loyal to an institution today, in comparison to the effort it takes to get them to choose to do business with the institution in the first place. Employees may execute the transactions accurately and be polite and courteous when interacting with the depositor, but does the member experience the interaction as satisfactory, but lacking something? The question becomes 'Is what I’m doing being experienced by the member in such a way as to make them feel this was the best service they’ve received?

Recorded Thursday,
October 12th, 2023
Presented by Janice Branch
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Management/Employee Development
  • Teller
  • Branch Manager
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Human Resources Officer
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer

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Do we go the extra step to meet the depositor’s needs? Do we put ourselves in their shoes to determine what actions we should take to ensure the experience is extraordinary? Financial institutions looking for ways to increase the relationship with the member know that the success of the relationship is in the hands of the people who wait on and assist members every day.

While certainly an important skill, it takes more than processing transactions accurately and being courteous to grow the relationship with the member. Depositors like to do business with someone who will go above and beyond to help them through an uncommon or complicated situation. Employees who practice member advocacy earn depositor loyalty.

How do you deliver value while creating amazing experiences for your depositors? Wow them with a genuine interest and care. Wow them with an experience. Members who feel a connection to the people who wait on them feel valued and well-cared for and will not only increase their relationship with the institution, but will also recommend you to their friends.

What You'll Learn

  • Advocate for the Member
  • Being Authentic
  • The ingredients for a WOW
  • Three benchmarks of an exceptional experience
  • Expectations that Produce High Satisfaction
  • What Messages are you Sending?
  • Listen for Meaning
  • Saying the right thing the right way

Who Should Attend

Tellers, New Accounts, Any Member-facing employees as well as supervisors and trainers can benefit from this webinar.

Janice Branch

Instructor Bio

Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.

Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the "go-to" person every bank wants to hear from. Participants appreciate her "been there, done that" humor along with her expert ability to facilitate learning.

Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.

A native Texan she enjoys many pursuits in addition to teaching and learning, but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.