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EECU’s Sales Culture Bridges the Branch and Call Center Gap
IBTs Inbound Opportunity Center training helps financial institutions up sell

ATLANTA, Feb. 12, 2003
International Banking Technologies (IBT), a retail branch design/build and performance consulting company that offers a la carte consulting, training and build-out services, announced its newest sales training program, The Inbound Opportunity Center (TIOC). IBT conducts training sessions that help financial institutions develop the skill set required to ensure consistent sales and service levels throughout their delivery systems.

John Nicola, senior vice president of International Banking Technologies, said, “TIOC evolved from requests made by our clients to help them bridge the gap between the branch and call center. The training program was designed to improve call center sales productivity when taking calls from existing and prospective members.”

Nicola further elaborated that the initiative behind TIOC was to seize every available opportunity to up sell and offer additional services to existing members. With this program, the call center becomes a hub for developing and generating new sales opportunities.

Sandi Driggers, call center manager for Fort Worth, Tx-based EECU, said, “We expect that through this program, we will increase our sales results and member satisfaction exponentially. IBT was especially helpful in training our call center agents on transitioning from general member service calls to sales performance calls. TIOC training will be an important part of our evolving sales culture as we continue to develop our new call center team.”

TIOC training has taught member service agents how to gently offer add on or other products and services to incoming callers, ensure that the member is still using the appropriate accounts for their current situation, and to deepen the relationship with the member. Asking the member pertinent account questions and understanding his or her needs enables the member service agent to make recommendations or qualify the member for other services.


"From the signing of the lease to the opening of the branch, the entire process took less than 60 days. IBT was able to drastically reduce the construction timetable without sacrificing the quality of work. IBT was instrumental in helping us secure this location and has surpassed our expectations with their excellence of design, construction and training."

Dale Roberts
CEO
PrimeWay Federal Credit Union


Additional Resources

2008 IBT Market Pulse Survey - Building Green
Banking Strategies: Mission and Market Key to Branch Placement