Pop the Hood: A Customer Service Checklist

By Bill Etmund Your car seems to be running just fine. No menacing dashboard lights are blinking at you. However, since you’re a wise car owner, you occasionally drive your vehicle in for a maintenance checkup. You have the brakes checked, the cooling system examined, etc. You depend on your car, and you know that the consequences of neglect can … Read More

The Mortician’s Guide to Retail Banking

By Dr. Sean Payant Community bankers face many challenges:  intense deposit and credit competition, changing demographics, complicated technology, and regulatory obligations, to name just a few. One of the most daunting challenges, however, is one that is often overlooked:  conventional wisdom. Conventional wisdom is our adherence to accepted norms and common practices.  On the surface, it appears to promise safe, … Read More

Winning People Over

The slightest advantages can make a difference in convincing people you are right for them. Are you doing all you can to win prospects over? By Scott Friesen What is it like to become a new customer or member at a financial institution? One of the key elements of our Haberfeld Customer Acquisition and Growth™ strategy is to measure just … Read More

A place everyone wants to be

By Dann Nelson There is a place where everyone is concerned more about the well-being of those they serve and work with than they are concerned about themselves. In that place, each person knows others have their best interest in mind. When that happens, an emotional connection is made. We’re talking about employee engagement, and the result is an environment … Read More

A former teller tells all

By Stephanie Kubert As a part of the Haberfeld consulting team, who began my financial services career as a teller, I love seeing so many tellers transform professionally once our program has successfully become part of their culture. “Back in the day,” when I was a teller, tellers were not often included in the communication loop in regard to bank goals … Read More

The importance of self awareness

By Matt Swanson “If reality TV has taught us anything, it’s that you can’t keep people with no shame down.” Liz Lemon, 30 Rock Self-awareness has been broadly defined as, “knowledge and awareness of one’s own personality or character”. Self-awareness of the areas in our personality or character that need to be adjusted or fine-tuned is what I’m concerned about. … Read More

How do you define community based?

By Rachael Houghton We are a community based financial institution. That term is said often in many of our financial institutions – when we answer our phones or someone opens a new account with us. But, are we, at the frontline, really putting confidence and belief behind it? Or, is it just something we are scripted to say? We know … Read More

New Year, new look for your organization?

A new year is perfect for starting anew, which is why we choose this time to create resolutions. It’s also a good time to think about the health of our organizations and how we can make them better, too.