Branch Manager’s Guide for Improving Customer Experience and Satisfaction

May 21, 2018 02:00pm -
May 21, 2018 03:00pm
(GMT-5)
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

Much has been written lately about the superiority of digital banking channels and the demise of brick-and-mortar facilities. New types of mobile banking applications appear almost daily and it seems as though there’s little you cannot do with a Smartphone.

Research continues to shed light on the important role branches and the branch experience still play in the overall customer experience. Customer satisfaction with the branch channel has never been higher but for different reasons and with higher stakes in getting it right.

Michael Beird, former Director of the Banking and Credit Card Practices for JD Power and current industry consultant on Customer Satisfaction in Financial Services, will focus on what customers expect and want most from their banking experience.

Attendees to this banking webinar will leave knowing:

  • Industry trends in retail banking satisfaction, best practices and challenges
  • Which banks are performing well at the top
  • How your frontline staff needs to handle ‘fees’ without sacrificing customer satisfaction
  • What actions need to be taken during and after account opening to solidify the new customer relationship
  • How your brick-and-mortar facility may be costing you customers before they even enter the branch
  • Which problems contribute the most to customer attrition and how to resolve them successfully
  • Which differences in expectations for service ‘excellence’ across demographics matter most for retaining customers
  • The 10 KPIs (Key Performance Indicators) critical for integrating into any customer tracking or satisfaction study
  • The one behavior which impacts branch experience more than any other action

REGISTRATION OPTIONS

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.


Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 07, 2018.
Regular registration starts on Apr 08, 2018 and ends on May 23, 2018.
Late registration starts on May 24, 2018.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00