Seeing Beyond Numbers
Build One Winning Team
Make Size Our Advantage
Think Customer First
Simplify
Make the Better Choice
Personal Banking | One performance-oriented Personal Bank
Seeing Beyond Numbers
ÁI
New leadership team and operating model to expand our Personal
offering on a national basis, by combining its physical branch footprint
with digital and virtual capabilities
New loyalty team and proactive customer outreach to retain and
deepen relationships
Introducing sales management disciplines aligned with reward and
recognition and scorecards to drive performance and customer first
mindset
Targeted financial health assessments to identify opportunities to
deepen customer relationships
Training and development to improve skills and provide career
path for advisors
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