Banks are in the money business — protecting it, saving it, investing it…and making it.
Employees keep a trained eye for opportunities to discuss new offers with customers should the right moment arise. If a customer should mention the birth of a new child, this could be a great time to discuss the bank’s college savings plan. The effectiveness of the message depends on the customer’s experience, and how well the employee knows that customer as an individual.
A well-made, user-friendly....