Has your company recently rolled out a new app or online service? Your customers are more tech-savvy than ever, so stay aware of your company’s latest technology and software updates to meet their modern-day, touch-screen needs.
Once a month, check with your manager, as well as company materials, to see if there are any new app updates, e-services, or other online resources.
Test drive the merch’. Enroll, participate, and engage as a customer would so you can understand their experience and help them troubleshoot.
“I can show you how to bypass the homepage and go directly to your order.”
Convert the old-schoolers. Suggest online and fast self-service options to make it easier for customers to manage their transactions in the future.
“I’ve completed your transaction. Would you like me to help you download our app, so you can check your balance, make transfers, and even deposit checks anytime?”
What are your favorite e-shortcuts? Share them with your team at your next huddle.