Sunday, March 29, 2009

Bank Clerical Staff

Now for a slightly different side of the bank sales environment. As you know, there are many clerical officers (COs) who support the Bank RMs in executing their daily work.
These clerical staff could be doing simple filing, data entry, photocopying, scanning, faxing, emailing and making certain calls to customers to verify certain information.
There are some COs who are really diligent in their work and are impartial towards supporting the RMs. On the other hand, there are a handful who are in the bank or the office to create all sorts of problems. They could be the ones hindering the flow of the bank sales process by favouring certain RMs or they could be there to talk and laugh with certain colleagues or RMs and slow down the work of the RMs who really want to work and bring in lots of sales for the bank. Many many other examples (some too nasty to mention) of ways in which these COs can be a thorn in any bank sales working environment.
So it is the duty of the Sales Team Manager/Team Head/Branch Manager to be sharp enough to pinpoint who exactly are the ones who are causing problems. Identify them and turn things around.

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