The value of practice: empowering the front line

  • Canadian bank has 930 Customer Relationship Coordinators (CRCs)
  • CRCs are first point of contact in the branch, and have opportunity to uncover needs and spot opportunity
  • A new customer-experience model needs to be embraced; greeters must learn to be more than “transactional”
  • CRCs feel time starved – many customers to deal with so they are reluctant to ask questions and engage
  • Significant change in listening skills and problem resolution skills New levels of confidence and willingness to use the customer-experience model Questioning remains a challenge.
  • e-roleplay provided insights into some organizational issues influencing the reluctance to change