bank | Customer Service Solutions, Inc.

Address the Expectations that Were Set - 8/26/25


Before the caller ever got to Marco – the customer service representative, the customer had been working with the company for months.  They had read the marketing brochures, had a conversation with a sales rep, reviewed the new customer information on the website, and read all the information e-mailed Read more

When Technology Fails the Customer - 8/19/25


Technology is a wonderful thing…until it isn’t.  The website is down, the mobile app won’t work, the system keeps kicking them out of their account, or they received a spoofing phone call supposedly from your department. If you’ve ever been manning the phones or managing the department inbox, you know Read more

The Misunderstood Physician - 8/12/25


I was speaking with one of my personal physicians years ago, and when we were talking about my work – particularly customer satisfaction research - he started talking about online physician ratings.  He lamented that a few low ratings were dinging his overall score.  Then he shared that the Read more

Uncover Silent Concerns - 8/5/25


One of the customer service statistics we have quoted many times over the years is:  For every complaint you do hear, there could be 26 other customer issues that you don’t hear. And when we bring up that statistic, we bring it up because we want to make sure companies Read more

Talk Yourself Up to Take Down Their Anxiety - 7/29/25


I believe that most customer service people are pretty humble, so I’m not asking you to lose your humility.  But I do have one ask of you… When that customer is anxious or nervous, when they fear the future because the future is unknown or it could be laced with Read more

Use Little Acts to Make a Big Impact - 7/22/25


A WOW Experience is not always one instance, one act that blows away the customer.  It’s not always an over-the-top-the-employee-saved-the-day act of brilliance.  Sometimes a WOW is the sum total of a series of little things that others don’t do – those actions that differentiate you from others.  The Read more

Avoid Some Stress by Addressing Issues Quickly - 7/15/25


It’s good customer service to resolve issues quickly.  The customer sees the light at the end of the tunnel.  They more quickly bring their anxiety and stress, their negative emotions down.  And they more quickly get to a solution. But this tip is not about them.  This tip is about Read more

Better Customer Service through Better Teamwork - 7/8/25


We spend so much time talking about what great customer service looks like in those 1-on-1 Moments of Truth, that we often neglect to discuss what goes on inside the company that leads to those great moments.  We’ve talked about customer handoffs within an organization, but what does a Read more

Highlight the Hidden Value - 7/1/25


Marketing campaigns often highlight a particular product and ALL the features and extras that the customer will receive… “For 3 low, low payments of only $39.99, you not only get these world-renowned chef knives, but you can also get this free laser-etched spatula!  AND THAT’S NOT ALL!  We will also Read more

Don’t Harp on the Customer’s Mistake - 6/24/25


Seth’s daughter, Sarah, had missed some swim classes, and Seth remembered that the aquatics center had several make-up classes available late in the summer.  So Seth pulled up the class schedule on his phone, found one that worked on his and Sarah’s schedules, and planned to attend a session Read more

In Customer Service, Don’t Mess with the King

Posted on in Business Advice, World of Customer Service Please leave a comment

Now that title could mean anything. By “King,” do we mean Elvis? How about LeBron James? Er…no.

Do we mean an actual King?! Close…he’s a Sir, not a King.

In the article King calls for bank culture change, Bank of England governor Sir Mervyn King stated that Britain’s banks “need a real change in culture.” He made that statement because of “excessive levels of compensation, shoddy treatment of customers and a deceitful manipulation of one of the most important rates.”

Well, these might be byproducts of the banking culture in Britain, but the question to ask whenever anyone suggests a need for a culture change is “What is the root cause of the problem?” Once you get to the root cause, you can start to determine what aspects of the culture need to be addressed.

Whether it’s a British bank or a City government, whether it’s a community hospital or a small plastics manufacturer, there are several areas to investigate for root causes when wanting to change a culture:

  • What are the organization’s mission/vision/goals? These help to determine the culture.
  • What behaviors does leadership model to staff? This impacts employee behavior.
  • How is the organization structured? This impacts decision-making and workflow.
  • How well do processes align to organizational goals? This creates the reality of whether the company can move toward its goals.
  • What incentives and points of accountability exist? This also drives employee behavior.
  • How (and who) does the organization hire, retain, fire? This creates the human fabric of the culture.
  • How does the company communicate internally and externally? This reinforces (or contradicts and confuses) what the organization is all about.

The next time you have an issue with a company’s culture, run through this checklist to begin identifying the true root causes of the problems.

Interested in changing your company’s culture? Check out: http://cssamerica.com/cssfast.htm


Service or a Perk – Pick 1

Posted on in Business Advice, Sports Please leave a comment

“Service, Price, or Quality – Pick any 2.”

A sign with that statement used to hang in my dry cleaners years ago – luckily, it was a joke. They’re pretty good at all 3!

But that statement hasn’t died; a recent article in Moneywise essentially had a revised version of the statement – “Service or a Perk – Pick 1.”

The article references a survey with the following finding: “Almost half (49%) of consumers would change banks because of bad customer service – more than twice the number (22%) of people who would change providers because of rewards and incentives.” Now you may be thinking of an incentive from a bank being a stereotypical “toaster,” but different organizations have different definitions of incentive, reward, or perk.

We work with lots of organizations that focus on perks, particularly professional sports organizations. And many of them are constantly looking to expand their offering of benefits to season ticket holders (STHs) to impact renewals for the next season. But instead of assuming perks drive retention, we often survey (or tell our clients to survey) STHs and ask them directly – how much impact does “X” have on your likelihood to renew?

Now “X” could be “Direction of the Team” or “My Relationship with My Account Representative” or “Perk A” or “Benefit B.”

But don’t make assumptions; ask the customers what drives their retention and renewals, and then act on that information. Remember, Perks/Benefits can cost a LOT of money, so don’t spend it unless you have to do so.

So when you’re determining what perks and benefits to provide, first ask your customers if those items really drive retention.

Listen to our Pro Sports episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/2011/10/11/stepping-up-service-3-customer-service-in-professional-sport.html

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/


Your Name Matters in Customer Loyalty

Posted on in Business Advice Please leave a comment

Results of a recent Zogby463 poll of bank customers showed that “69 percent of respondents said that their customer loyalty is positively affected by tellers recognizing them by name when they walked into a bank.” The poll appears to have been commissioned by a video intelligence company that is trying to sell their technology to help staff identify customers’ names.

While I won’t talk about the technology itself, let’s talk about the finding itself. Over 2/3rd of customers say that their relationship with a bank is positively impacted by their merely being recognized and called by name. WOW! That’s a huge percentage for such a small and easy aspect of the customer experience.

Remember the television show Cheers? The theme song said “You want to go where everyone knows…your name.

There’s a great truth in that, and that truth has a financial impact.

Many employees are taught to say “Yes, Sir” or “Thank You, Ma’am.” Staff are taught to introduce themselves by providing their name. But how many staff are taught to ask the customer’s name and to use the customer’s name? How many work to remember the customer’s name on their next visit to the store?

Your name matters. By asking your name, using your name, and remembering your name, the employee is conveying that YOU MATTER.

Make sure your company and staff are intentional about learning, using, and remembering your customer’s name. Don’t just assume it’s happening.

Listen to our latest episode of “Stepping Up Service” on The MESH Network at http://themesh.tv/stepping-up-service/

Read our New Book – “Ask Yourself…Am I GREAT at Customer Service?” http://www.amigreatat.com/

Interested in improving your company’s customer service? See more at our new website! http://www.cssamerica.com/