Ka-Ching! Bank on it.
Your financial institution offers great products and services, so it’s no coincidence that what makes you profitable—customers subscribed to multiple services—is what makes your customers happy. ContactPoint training increases customer profitability by raising the level of effectiveness for tellers, customer service representatives, loan officers and other financial service representatives.
In today’s competitive financial services market, your representatives must do more than just answer questions. We train and coach your representatives to listen to customer needs and identify the best products to cross sell.
- Call Center Representatives
- Member services representative
- Personal Banker
- Collection Agents
- Loan Officers
Training topics include:
- Inbound Calls – Converting inquiries into new clients
- Outbound Calls – New program outreach, client or member outreach
- Manager Coaching – Learn to coach your team to excel
The ContactPoint difference is the ability to record live customer calls. We utilize these customer contact points as training material, and then follow up with post-training call recording, scoring, and individual coaching to turn new customer services skills and sales skills into habits. Banks and credit unions such as Credit Acceptance, Northern Hills CU, Five Star Capital, Southwest Federal CU have doubled and even tripled their results!
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