Handling cash, accepting deposits, and cashing checks are all routine tasks for Bank Clerks, while additional responsibilities can include
upselling bank products and services, educating customers on bank offerings, and reconciling cash books and transaction logs.
Not exact matches
Alan Middleton, a professor of marketing at the Schulich School of Business, points out that the big
banks now train tellers to
upsell whenever they've got a customer standing at the wicket or asking a question on the phone.
The FCAC review was launched last April after CBC reported that some
bank employees alleged they felt pressure to
upsell, trick and even lie to customers to meet sales targets.
The review, which is set to begin next month, comes after broadcaster CBC reported that some employees from Canada's five biggest
banks alleged that they felt pressured to
upsell, trick and even lie to customers to meet sales targets that were unrealistic.
Here are five big
bank upsells that are all too common and how to avoid them.
For instance, investors saw a couple of weeks ago what can happen to a
bank's share price when a «scandal» (such as the
upselling news was) hits financial institutions.
I
bank with TD, and only deal with a PB when I have to because they're constantly trying to
upsell you.
The three
bank employees who initially contacted the Go Public Show on CBC explained how tellers
upsell customers.
Most credit card companies will try to
upsell you on things like identity theft protection and credit score tracking when you sign up for a new card, or when a
bank tries to «upgrade» the card you have to a different model or tier.
Free checking at a
bank is good example of free service that makes
upselling natural (many types of loans).
This helped me build trust and loyalty, which actually helped me
upsell more
bank products.
• Greeted customers as they arrive into restaurant • Assisted them in deciding what to order by providing them with menu items information • Punched in orders for take away and delivery • Provided information of any ongoing deals or discounts • Suggested extra items such as sidelines and beverages to customers in a bid to meet
upselling goals • Filled out
bank deposit receipts • Ensured that all collected cash is deposited at the end of each shift
I would like to help define the customer experience for a company by increasing retention utilizing my «WOW Customer training», reducing losses utilizing my fraud & risk management training in the
banking industry, and acquiring new business by selling /
upselling of products available.