Customer Service & Personalisation: 1 Day Banking Course in San Diego, CA

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Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Refreshments: Lunch, Snacks and beverages will be provided during the session

This practical and engaging course helps you build strong customer experience and personalisation skills tailored for modern banking environments. You will learn how to understand customer needs, deliver high-quality service, and personalise interactions using clear communication and relationship-building tools. Through relevant examples and structured learning, you will discover how personalisation improves trust, loyalty, and long-term customer satisfaction. By the end, you will feel confident applying customer-centric methods that enhance overall service quality.

By the end of this course, you will:

• Understand how customer experience works within banking environments.
• Recognise key needs and behaviours to personalise interactions effectively.
• Communicate with clarity, empathy, and professionalism.
• Apply personalisation strategies that build trust and long-term loyalty.
• Handle concerns and difficult interactions with confidence and structure.
• Deliver consistent service across multiple channels.
• Strengthen your ability to improve customer relationships through daily habits.

Target Audience:

Banking staff, service teams.

Why is it the Right Fit for You?

This course is ideal if you want to deliver exceptional customer service that stands out in today’s competitive banking environment. It provides practical techniques that you can apply immediately to personalise conversations and strengthen customer relationships. The training blends communication skills, behavioural insights, and process knowledge to help you serve more confidently and efficiently. Our approach ensures that you understand not only what to do but also why it works in real banking scenarios. By the end of the program, you will feel equipped to create meaningful and memorable customer experiences.

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Looking to improve customer experience across your entire team?

We offer in-house training that can be fully customised to match your bank’s service standards, customer segments, and operational realities. Whether you want to enhance personalisation, strengthen communication, or upgrade overall customer service excellence, our tailored sessions ensure your teams build skills that directly improve customer satisfaction and loyalty.

📧 Contact us today to schedule a customized in-house session:

Info:
• Understanding customer expectations
• Key drivers of satisfaction and loyalty
• Importance of personalised service in modern banking
• Activity

Info:
• Identifying functional and emotional customer needs
• Customer behaviour patterns
• Building rapport and trust
• Activity

Info:
• Adapting conversations based on customer profiles
• Using customer data ethically
• Identifying opportunities for personalisation
• Activity

Info:
• Professional verbal and non-verbal communication
• Empathy, clarity, and active listening
• Managing service tone and structure
• Role Play

Info:
• Techniques to understand root causes
• Managing emotions and difficult interactions
• Turning negative moments into positive experiences
• Case Study

Info:
• Understanding service journeys end-to-end
• Removing friction and improving customer flow
• Aligning customer needs with internal processes
• Activity

Info:
• Using digital tools to improve service
• Consistency across phone, email, chat, and in-branch service
• Creating personalised experiences across touchpoints
• Case Study

Info:
• Gathering customer insights and feedback
• Improving service quality through small daily actions
• Using self-assessment and team reflection
• Activity

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Host or Publisher Mangates