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Situation

A community bank with a strong history of exceptional service and more than two billion dollars under cap was challenged by the mergers of global financial giants. They needed their branch managers to take ownership of business development by interacting more directly with customers and becoming ambassadors for the bank's growing suite of products and services.

Solution

Using the DISC model, PSP showed the bank managers how their interactions with clients and co-workers could help build the business. Learning about their own interaction styles and preferences and those of their colleagues showed them new ways to connect with customers. They also realized that they could leverage the complementary skills of other team members when attending events and networking together.

Result

Bank managers learned to attract new clients and evaluate their current client's needs more effectively. They also learned to call upon on their co-workers for help and advice when they encountered a client with a different interaction style. Together, this led to an increase in the average number of accounts per customer and in the bank's overall capital holdings.

SAP America

“I hired PSP to help me develop an approach to improving our team cohesion. The team was multi-cultural, multi-national, and each member was responsible for autonomous areas. The problem was that my team was not working well together amidst a very challenging environment and tough to meet deadlines and goals. PSP applied the Myers-Briggs concepts by performing assessments on each member of my team. PSP has a unique way of bringing life to the Myers-Briggs concepts and making them applicable to our current situation and challenges. Dov Pollack's  delivery of the material, facilitation of the team building exercise, and de-brief were ALL excellent. A number of team members came to me in the days since the training and are using the MBTI vocabulary and specifically called out the training that PSP provided as useful and as an effective way for us to get to know one another better and be more open and honest in our relationships at work. It has been immensely helpful! I would recommend PSP and Dov unconditionally.”

- Marco Aurelio, Vice President,  SAP America