Consumer Banking Overview

Retail banking is constantly changing. Time-tested traditional banking has slowly evolved into a need to create a sales and service culture. In the past few years, however, there has been a gradual realization that retail bankers with sales aptitude and training often lack the financial knowledge that most clients assume bankers have - basic banking and money management skills.

Banks often don’t take full advantage of the synergy within branches to nurture a vibrant sales and service culture that includes making effective referrals. Tellers and customer service staff often lack the knowledge and confidence to recognize customer needs and make referrals. And many account managers avoid conversations with customers about financial topics that they themselves do not completely understand. In fact, many front-line bankers fail to maximize relationships out of fear of appearing uninformed.

If this sounds familiar, Questa can help. Questa training provides branch employees with the financial know-how, skills and tools to help them guide clients to achieve their financial goals.

Our training gives sales and customer service staffs the understanding and assurance to answer questions, refer appropriately and solve problems. The result is an enhanced customer relationship, greater customer retention and, ultimately, increased market share and profitability.