1. Teamwork is “owning it”. While
working at Zion’s Bank as a Financial Service Representative, I was approached
by a disgruntled client who was suffering a loss due to an error from another Zion’s
Bank location. I took action by freezing her account so there was no further
damage and opened a new, temporary account for her to use while resolving the
issue on her former account. Even though I was not responsible for the error, I
apologized for her suffering and reassured her that I would personally follow
through with her situation until the very end. After she had left I made a
quick call to the branch where the error occurred and politely explained what
had happened so to prevent it from happening again. The client was happy and
the other Zion’s location gained from the experience as well. I was also happy
to have helped her out!
2. Under the same employment, the Teller
Depositing System was being completely redesigned. Instead of sending each
transaction to Head Quarters, we were now required to image every transaction
in our branch locations. This was a challenge to learn new equipment and a new
method of how the teller line ran. Long-term habits had to be broken and
feelings of discomfort and discouragement ran rampant throughout the entire
staff. I decided to take action by carrying with me a notebook to write down
notes and procedures while learning the new equipment. I gave myself a quick
reference when I found myself confused and saw myself adapting quickly. Even
the other employees were asking for me for help.
3. When I first started work at the
bank, I felt like a fish out of water. I was a stranger to everyone and I
didn’t like the impersonal feeling of unfamiliarity. So I set
a goal to introduce myself to every client, everyday. I would offer my name and
then ask their name before each transaction. Even from the first day I noticed
a profound difference in how relaxed both the client and myself had become.
Asking names also opened up opportunities to sell more products and learned
more about the clientele.
No comments:
Post a Comment