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Are your employees pitchers or catchers?

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Opening day in baseball is upon us. It’s one of the best days of the year. It often marks the transition between winter and spring. No matter where your team finished last year, hope springs eternal with that first pitch and crack of the bat.

Two of the most important positions in baseball are the catcher and the pitcher. Your team won’t get very far this season unless those players are performing at their best.

And your credit union or bank won’t get very far unless your employees are pitchers and not catchers. In too many financial institutions, the front line staff are catchers and not pitchers. What’s the difference?

  • Pitchers—These are employees who analyze consumers’ needs, look at their current situation and then pitch a product to them.
  • Catchers—These are employees who wait to take the order from the consumer and catch a new product only by happenstance.

If you want additional products per household to increase at your credit union or bank, then you must train your staff to pitch and not just catch. As noted above, this pitching metaphor does not mean throwing random products and services at consumers just to get them something they don’t need. You are not throwing “high and inside.” Rather, your employees are simply using a needs based approach (matching your products to the consumers’ needs).

John Pettit