If your employees struggle with a willingness to ask the questions that will deliver more client value, you need focus on shifting their mindsets and building their confidence.
One of the biggest issues on the minds of L&D professionals working in and with financial institutions today: What separates the most effective tellers, CSRs, loan officers and other bank and credit union employees from all the rest? Why are some able to build lasting relationships with customers and create more value for them time and time again? And more to the point, what’s holding back everyone else? Why aren’t they willing to ask the probing questions that will lead to deeper insights and, ultimately, greater wallet share and customer loyalty?
When we polled attendees at our session at this year’s Bank Trainers Conference & Expo about this last point, a couple common threads emerged:
I’m not good at it. The variations of this answer