BAI Webinar

X factors for improving frontline employee engagement


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RECORDED: June 22, 2022
TIME: 1:00 - 1:30 PM CT

Every banking executive knows that engaged employees deliver a better customer experience, an improved sales and service performance, and they are more likely to stay in the organization. Yet, when it comes to how to improve employee engagement, most financial institutions use tools like voice of employee surveys and training that partially address the challenge.

Improving employee engagement is a continuous process which requires developing and sustaining successful behaviors. In this discussion, SeeEverything’s Jim Bywater will share his insights about the X factors for improving employee engagement that deliver the greatest business impact.

Key takeaways:

  • Improve visibility into banker-customer interactions for onboarding, deepening customer relationships, and complex issue resolution
  • Maximize effectiveness of frontline staff and managers by capturing and tracking coaching interactions, and linking them to business performance
  • Retain talent and develop a positive culture by utilizing observations and coaching as complementary solutions to voice of employee surveys and training

Jim Bywater
Senior Vice President

Jim Bywater is a Senior Vice President, North America for SeeEverything, a global provider of performance improvement and conduct risk management solutions for financial institutions. Jim provides a unique perspective as he is not your typical vendor. He has been a front-line banker and held leadership positions in retail banking where he developed a reputation for effectively leading teams and consistently delivering results.

Terry Badger
Managing Editor

Terry Badger, CFA, is the managing editor for BAI’s thought-leadership content – the BAI Banking Strategies newsletter, podcast, website and executive reports. He previously served as Director of Investment Content at USAA, where he oversaw the organization’s investment-focused content. He also spent 12 years with The Associated Press, where he held several positions, including assistant national editor for financial news in New York.

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