Trust Bank
A large trust bank included trust, banking, and tax groups. These groups
were designed to integrate their services so that a customer would
experience a seamless level of service across all areas. The bank had
completed the structural integration of these groups, and Interact was asked
to build the people skills component. Interact tailored materials to reflect
all of the critical interfaces involved in customer service. Twelve years
later the Interact program remains the bank’s highest-rated training
program.
Federal Reserve Bank
A regional Federal Reserve Bank wanted to address a complex set of turnover
and morale issues. They had blue collar employees-fork lift operators,
guards, and maintenance techs-who felt like second-class citizens among the
economists and financial specialists at the bank. They had professional
employees who felt undervalued relative to their counterparts in private
industry. The HR group found that part of the problem stemmed from
inexperienced managers who were inconsistent. Interact worked with the HR
group to implement a consistent, fair way of addressing and resolving
problems. This training was so successful that it was implemented at the
branches throughout the Federal Reserve Region.
Consumer Bank
A consumer bank with over 20 community-based branches was introducing
extensive automation, and was also implementing incentives and procedures
designed to improve sales. The workforce had been hired and trained within a
fairly traditional service culture, and found the change to a sales-oriented
culture difficult. The bank’s OD group had already determined several areas
where improved management skills would make these changes easier. Interact
worked with the OD group to make sure their needs were central to the
training managers received. The bank’s transition to its new culture has
been successful, and they have continued to grow.
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