Elevating the Customer Experience
Evaluating the Customer Experience
What is Elevating the Customer Experience?
The Elevating the Customer Experience eLearning course teaches frontline bankers to approach each financial center visit as an opportunity to build meaningful, long-lasting relationships.
It begins by exploring the current retail banking landscape and the role that frontline bankers play in supporting a cohesive omnichannel experience. Then, using real-world examples and rich practice exercises, it examines each facet of a customer interaction, explores the steps to take to support a seamless customer experience, and teaches participants how to plan for and execute follow-up appointments to explore the customer’s overall financial picture.
What will you learn by taking this course?
- Recognize customers’ expectations of the financial center experience and financial center employee
- Explore the customer’s immediate need and identify the need cues that surface during the conversation
- Recognize and explore the needs that commonly arise at different stages of the customer’s life
- Identify best practices for recommending solutions and handling objections
- Promote a seamless experience by improving communication with internal partners and supporting customers as they transition between delivery channels
- Schedule and conduct follow-up appointments to further uncover and explore immediate, developing and unrecognized needs
With Moody’s eLearning:
- You will remain engaged in training, thanks to our interactive, multimedia lessons and quizzes
- You elevate your professional currency by completing a course from a globally recognized leader in the retail credit risk training space
- You develop skills you can immediately apply on the job, instantly transforming your performance
Product Brochure
DownloadIf you have further questions, please contact our Support Team at
Regards,
Moody's Client Services Team
- Tellers
- Customer service representatives
- Branch managers
- Personal bankers
- Universal bankers
If you are looking for India training courses or seminars, please check this link: Certifications tailored for India
