A taste of bank or credit union consumer experience training

Bank or credit union consumer experience training is one of the best ways to excite staff about the work you did during a journey mapping session. It explains your new experience program to them and prepares them to deliver high quality service to members and customers. It’s also fun…a key element of breaking through with any piece of training content.

But what does a training session look like?

A typical training session consists of several experience modules combined to teach certain skills specific to your institution’s experience program. If in person, the facilitator sometimes leads fun role-playing exercises to drive points home.

To give you a taste of a bank or credit union consumer experience training session, here’s a bird’s-eye view of three modules.

 

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