“Banking on You”

The Client Service Workshop for Rural Banks

Rationale

Rural Banks are facing stiffer competition from both the formal and informal financial sectors. To win over this competition, RBs must not only develop a niche in services/products that they can offer to their communities, but they must likewise be able to demonstrate and build a reputation of client service excellence.

Objectives
1. Understand, and apply the four critical stages of client contact; i.e.Engaging, Understanding, Supporting, and Connecting.
2. To master the art of concluding negotiations even with the most difficult client(s).
3. To recognize the value of effective customer service to achieve bank targets/goals.

Seminar Methodologies

The program shall utilize various processes that will ensure total experiential learning
Lecturettes On-the-job case studies
Mini-workshops Working role-plays
Challenging Games

Expected Participants

· Tellers
· Customer Service Assistants
· New Accounts Officers
· Loan Officers
·
Duration: 2 Days

The Organizers

RBAP
RBRDFI

Resource Speaker

Dennis Antenor


Course Outline:

Exploring the Ideal
The Three WHOs Who am I?
As the service professional
As the company
As the bank client
Knowing the Bank Client Analyzing the Client
By Demographics
By Psychographics
Types of Bank Clients
What do they Need?
The PALAY Principle How Clients Evaluate Service
The Client Contact Cycle The Four Critical Stages
Engaging
Understanding
Supporting
Connecting
Deal With the Real
The Turnaround Kinds of Objections
Managing Objections
Quality Service in Action The Art of Suggesting Solutions
Practicing Paraphrasing
The Nice “NO” to a Client
Quality Service in Figures The Service Quality Grid
Achieving Zero Defect
Understanding the Cost of Poor Service
Revisiting the Three WHOs Fulfilling the Questions
Moving On







Circular Letters/Memoranda
Speeches/ Presentations
Photo Gallery
Rural Banking Week Celebration Golf Tournament
FMMRB Disclaims the White Paper Being Circulated
Federation of Batangas Rural Bankers -Fellowship Trip to China, Sept. 08-13,'08
Client Satisfaction Survey for Licensing Management System of the Supervision and Examination Sector
Financial Reporting Package 2008
BSP releases regulations on liquidity, market risk weighting
Comments on BSP’s Reducing Restrictions on Bank Branching
35 RB Directors Completed Corporate Governance & Risk Management Course
27th Corporate Governance & Risk Management Seminar-Workshop Commends 29 RB Directors