• Properly communicate with customer to reassure accuracy
  • Provide information on other services offered to better accommodate the customer
  • Make the customer feel welcomed and valued
  • Give direction and basic information
  • Ask basic questions without the need of an interpreter
  • Make customer feel that an effort is being made to communicate
  • Help your bank be customer-friendly by meeting the customer’s needs
  • Increase the number of Spanish speakers in the bank by the repetitive use
  • Decrease waiting time for customer
  • Increase employee’s confidence in speaking simple Spanish words/phrases
  • Place bank above the rest once employees learn to use the wheel to their advantage
order
The wheel addresses these key areas:
• Transfers and Withdrawals
• Emergency
• Identification
• New Account
• On the Phone
• Small Business
• Courtesy
• Credit/Loan Application
• Customer Problems
• Checks
• Deposits
• Check Problems
• Questions/Answers
• Numbers
• Greetings
• Key Words
• Personal Information