Higher level of service
for upscale customers.

Private Banking is a legitimate strategy that assists financial organizations in retaining their best customers and maximizing the benefits of the overall relationship.

Are your upscale customers enjoying efficient, effective and hassle-free service? Have you recognized the value of providing a higher level of service for upscale customers? Let us help. For many, Private Banking is the solution. It is the concept that says it is the bank’s job — not the customer’s — to make it as easy and as efficient as possible for the customer to tap the bank’s total capability.

Three elements are high-priority in developing and sustaining the Private Banking concept:

• Organizational structure – What’s the ideal placement of Private Banking within the organizational structure?
•  Market identification – Who is the ideal customer and how can you identify them?
• Staff identification – What’s the profile of the ideal Private Banker; how should they be compensated, guided and rewarded?

Don’t make the mistake of selecting your “socially well-connected” personal banker, changing the title and assuming you’ve created Private Banking.  Private Banking is a legitimate strategy that assists financial organizations in retaining their best customers and maximizing the benefits of the overall relationship.

Along with the promise of a higher level of service there is a major human resource implication in terms of training, cross-training and maintenance of a highly-sophisticated skill base commensurate with the complexity of customers’ needs and activities.  In addition, Private Bankers need management information systems that support total relationship-building across organizational lines.

Pohl Consulting and Training, Inc. brings the marketing, sales, training, recruiting and planning skills necessary to assist financial organizations in building the type of customer-oriented, excellence-driven teams that will be the ultimate winners.