2min chapter

Tearsheet Podcast: Exploring Financial Services Together cover image

Citizens Bank's Beth Johnson: 'Personal interaction remains important to customers'

Tearsheet Podcast: Exploring Financial Services Together

CHAPTER

The Banker Making the First Touch

Is it always a consumer who's going to reach out first? No, we're thinking about both. So we are doing a couple of things around our reach out. We have links into some of our CRM systems for our bankers to be able to reach out to customers when it seems like they're going to be meeting that deep conversation. For example, my daughter is off to college for the first time this year. This might be a good time to reach out or that could be a wealth advisor or a business advisor.

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