Page 25 - AE Presentation
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Sandy Dixon & Associates | Staffing Models/Universal Banker
Provides financial institutions with a transformational retail strategy roadmap
that yields an enhanced customer/member experience at a lower cost.
Services include
But are not limited to: Phase I — Discovery
Customer/member-base dynamics
Hiring & training practices
Goals/incentives/career pathing
Dialogue tower (teller pod) techniques
Video sales/service considerations
Open concept, best practices
Branch management
Retail strategy
Mission/culture/core values
Strategic plan review (3 to 5 years)
Phase II — Design
Design strategies/models identified in Phase I
