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Consumer Banking Commercial Banking |
Consumer Banking Opportunity During the summer of 2006 our client’s branch sales were not keeping up with attrition. Their production was low, cross selling at point of sales was non existent, and they were selling too many single service CD clients. Solution We redesigned the sales process to focus on delivering client solutions not products. We launched a new incentive plan aligning payouts with shareholder benefit. We created a branch reporting environment delivering accurate, timely, complete information in a very intuitive experience. Results Increased Checking & Savings sales per FTE 75% Improved cross sell at point of sale 333% Reduced the number of single service households by 20% Retained 90% of Consumer Households |
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