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Industry: Banking

Challenge: Improve customer service in two key operational areas: Drive-thru banking and New accounts

Relevant facts

  • Drive-thru operations account for 35 percent of bank’s growth in past 12 months.
  • New accounts contribute 28 percent of new growth.
  • Bank is organized by functional departments.
  • Worker responsibilities blurred by recent changes to job functions and by employee turnover.
  • President enthusiastically supports empowerment and autonomous decision-making.
  • Key, long-term managers are skeptical of empowerment and seek to protect the traditional departmental power structure.
  • Customer service surveys indicate mounting problems in both targeted areas.
  • Voluntary task groups formed to conduct research and prepare recommendations.

What We Did

  • Facilitated task force meetings.
  • Emphasized objectivity in research and reporting.
  • Identified organizational barriers to change.
  • Documented customer service operations to identify weaknesses and redundancies.

Results

  • Thirty-eight (38) recommendations were formally presented to senior management. Seventy-five percent (75%) were approved.
  • Customer service operations were streamlined; redundant activities were eliminated.

Volunteers gained confidence in the following:

  • Respectful collaboration and appreciation for one another’s different talents and perspectives.
  • Responsible and objective fact-finding.
  • Objective and open-minded consideration of alternative solutions.
  • Clear and professional communication.
  • Optimism and professionalism in dealing with difficult issues.
  • Renewed understanding of their role in delivering high-quality customer service and its impact on the future success of the bank.