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To all of our wonderful Pinnacle Clients:
We have created a page of resources available to you and anyone else at your financial institution. We are all scrambling to adjust to “the new normal.” Let Pinnacle help you through this time. If you would like a job aid or an article on a topic that’s important to you, email us at training@pinnstrat.com. And when you are ready, we can deliver most all of our Professional Development and Overdraft Privilege training remotely.
Thank you for taking care of your employees. Thank you for taking care of your accountholders. And most importantly, thank you for taking care of yourselves and your families. You’ve got this.
Paul Nunn Director of Client Education
Liz Edgerley Client Education Specialist
Downloads Click on the article name below to download our useful resources.
Tips for conducting training for a remote workforce, including video conferencing, blended learning, and more.
Tips and strategies for communicating during a time of change.
Tips, strategies, and phrases that can reassure your accountholders.
Tips and suggestions for virtual team building activities.
List of valuable tips your financial institution can use to help when managing a remote workforce.
A great article that can help your frontline employees (especially tellers) refer products and services.
Coaching your employees is even more necessary now. Feel free to download this fillable PDF document to help you coach your employees. If you would like directions on completing the form, email us at training@pinnstrat.com or call us at 713-335-4652.
Some employees may resist coaching from their leader. Here are a collection of articles to address what to do if an employee doesn't want to be coached.
This is a very interesting article on how customers view sales practices. J.D. Power Special Report on financial services practice.
Associated Press article about Wells Fargo's aggressive sales practices.
Optimism is different from positivity. And optimism is not naive either. Optimism accepts the truth of reality and looks forward to a brighter future. Optimism is the foundation of hope. And hope keeps us moving forward. There is a light at the end of this tunnel and we will get there...together. #togetherisbetter #takecareofyourself #takecareofeachother