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Episode 79 - Building Successful Digital Sales and Service Teams at Your Bank or Credit Union
Manage episode 445366654 series 2994499
FI GROW Solutions에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 FI GROW Solutions 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Danielle Fancher, Director of Sales, discuss the challenges and strategies of building an effective digital sales and lending team for banks and credit unions. They share insights on managing digital applications, creating strong team structures, and aligning marketing and lending teams for better collaboration and results.
Key Takeaways:
- Digital Lending Needs Strong Teams: Building a digital sales and lending team starts with clear job descriptions and finding staff with exceptional customer service skills, not just lending experience.
- Cater to Digital Preferences: Today’s customers want seamless digital experiences from application to approval. Institutions must structure their teams to handle online leads efficiently.
- Collaboration and Trust are Key: Successful marketing and lending teams rely on strong communication, trust, and setting clear expectations, including service level agreements (SLAs) to meet goals together.
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