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How Do I Get My Frontline Staff Engaged?

As the face of your company, your frontline staff is one of your most powerful assets and should be invested in accordingly. Maintaining valuable relationships with account holders isn’t easy. Treating each interaction as an opportunity to make a positive impact on your account holders’ day is what should be top of mind for them.

Here are three ways to keep your frontline staff motivated and engaged so they can be a positive and effective representation of your institution.


1. Lead by example


Good attitudes, practices, and training start from the top. No matter which combination of initiatives you use to engage your frontline staff, having full executive buy-in is essential and gives the strategy more leverage.

Practice what you preach by building relationships with your service representatives the same way you expect them to build relationships with account holders. Use your behavior as a model for how you would like staff to interact with each other and with account holders.


2. Clearly communicate your vision and goals


Communicate, communicate, communicate — repeating your message in person, through email, and in meetings can feel redundant, but it’s an essential part of disseminating your message throughout the company.

Company goals and values need to be adequately communicated. But communication goes both ways; do you give space for staff to ask questions and offer their ideas? And do you actually implement ideas they bring to the table? Company goals and values should be non-negotiable in your institution because they are built and inspired by you and your staff, together.


3. Give employees what they need to be successful — and celebrate small wins


Don’t assume that each and every one of your employees has all the tools, training, and support from supervisors they need — check in with them personally and find out first hand. This will reinforce “Leading by example” and allow you to celebrate employees who are doing well and re-train employees who need it.

Celebrate the little things. Reminding workers why they are an integral part of your purpose as a community financial institution will inform their day-to-day behaviors, and strengthen their long-term commitment to your institution. Employees that feel appreciated make account holders feel appreciated, and are overall more engaged.

Your frontline staff sets the tone for most interactions account holders have with your institution and they should be treated as such. Clear communication, in the form of leading by example and giving employees the training and incentives they need, helps build a motivated and successful frontline focused on converting and helping your account holders.

What’s Kasasa?

Kasasa® is an award-winning financial technology and marketing services company dedicated to helping both community financial institutions and consumers experience what it means to “Be Proud of Your Money.” We’re known for providing reward checking accounts consumers love, the first-ever loan with Take-Backs™, relationship-powered referral programs, and ongoing expert consulting services to community financial institutions.

By working exclusively with community banks and credit unions, Kasasa is helping to strengthen local economies across the nation, building a virtuous cycle of keeping consumers’ dollars where they can do the most good. Our mission is to power a network of financial institutions in all 50 states offering products and services that are clearly beneficial for the consumer and the institutions offering them.

For more information, please visit www.kasasa.com, or visit Twitter, Facebook, or LinkedIn.