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Episode 79 - Building Successful Digital Sales and Service Teams at Your Bank or Credit Union
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In this episode, Meredith Olmstead, CEO of FI GROW Solutions, and Danielle Fancher, Director of Sales, discuss the challenges and strategies of building an effective digital sales and lending team for banks and credit unions. They share insights on managing digital applications, creating strong team structures, and aligning marketing and lending teams for better collaboration and results.
Key Takeaways:
- Digital Lending Needs Strong Teams: Building a digital sales and lending team starts with clear job descriptions and finding staff with exceptional customer service skills, not just lending experience.
- Cater to Digital Preferences: Today’s customers want seamless digital experiences from application to approval. Institutions must structure their teams to handle online leads efficiently.
- Collaboration and Trust are Key: Successful marketing and lending teams rely on strong communication, trust, and setting clear expectations, including service level agreements (SLAs) to meet goals together.
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