Quantcast
BANKTHINK

If Waiters Can Make Personal Connections, So Can Bankers

NOV 29, 2011 7:39pm ET
Print
Email
Reprints
(2) Comments

In our increasingly detached world, where folks spend more time staring at little screens in their hands than interacting with people, the things that create real customer relationships are as simple as ever. 

Consider Leo, my family's favorite waiter. The fact that we even have a favorite waiter reminds me of what an exceptional job this young man does in building relationships with customers.

Most of Leo's approaches and philosophies are as applicable to branch bankers as they are to a restaurant.

The restaurant Leo works in isn't the kind with a Maître D or a wine list where three digit lunch bills foster "relationships." No, this place is a family-style "icehouse and grill" that even has a sandbox on the patio (that my kids have thankfully outgrown).

It's not surprising to have the entire wait staff turnover twice a year at these type restaurants. You usually won't build relationships with these folks. But Leo has been a constant for three plus years.

I initially didn't know what to make of him. He's a bear of a guy who wears a terrycloth headband and wristbands. At first, I thought it must have been a sports-theme costume or something the restaurant was promoting.

That was until I noticed no one else wore those things. No, this "style" was his alone.

Even on visits in which we didn’t have Leo waiting our table, we usually ended up interacting with him. Unlike waiters who walked by staring at the floor or into space, he paid attention to people. He would say hello and make small talk on his way by. If my boys were wearing a sports uniform, he'd always ask about their game.

Some waiters barely talk to their own customers. Leo acted like anyone walking in the door was his customer, whether or not he was the guy actually serving you that day.

We eventually developed hand signals to make sure we would sit at one of Leo's tables. As we'd walk in, we'd make eye contact, and he'd point to whatever open tables were his.

Leo always remembers the last conversation you had with him.  He ended up regularly discussing fantasy football teams with my kids. When one of my sons on a recent Sunday asked, "I wonder how Mr. Leo's team did this week," I had to marvel at the kind of connections this young man makes.

On more than one occasion, I've suggested to my wife that the restaurant should film and interview Leo to show to new employees in orientation. For that matter, the things that make him stand out are applicable to many businesses.

Over the months, I began asking him questions about his job and why he, frankly, seemed better at it than most. At first, he just thought I was complimenting him. But he eventually saw I was actually curious, and we'd discuss the restaurant business and customer service issues regularly.

On one visit, he marveled at people who applied for a job, got a job, and then did nothing but constantly complain about the job they had just about begged to get. I shook my head and told him that wasn't a waiter phenomenon. I've seen it more times than I can remember in my own line of work.

Leo shared that he figures it takes the same amount of time and almost as much effort to be terrible at his job. But keeping a positive attitude and interacting with people makes his job more fun, as well as more profitable. He smiled, "Empty tables don't pay your electricity bill."

JOIN THE DISCUSSION

(2) Comments

SEE MORE IN

RELATED TAGS

 

 
Kumbaya Moment for Banks, CUs; Brown-Vitter as WMD: Week's Best Quotes
The most notable quotes from American Banker stories of the previous week. Readers are encouraged to add their own observations in the Comments fields at the bottom of each slide.

(Image: Fotolia)

Comments (2)
Dave:

I enjoyed the story and challenge for bankers to think like a sweat-band wearing waiter. I suspect the industry has been striving for uniformity in their customer-facing associates. What if we let tellers wear what they wanted and evaluated them on customer interactions (not # of transactions)? Maybe we'd get better customers i the process.

Scott Mills
William Mills Agency
Posted by wmapr | Wednesday, November 30 2011 at 9:46AM ET
Great post! Because so many branches and channels are available to consumers, establishing personal relationships can be nearly impossible. Enterprise databases, however, have overcome this hurdle by recording every interaction with each consumer. The bank can then make offers for products and services based on a complete record of interactions. While this may not lead to a conversation about a local basketball game, it certainly allows the bank to cater to customers in a more personalized fashion by recognizing trends in consumer behavior and preferences over a period of time. Additionally, hire based on personality. Skills are teachable. Having the right people on the front lines will lead to higher customer satisfaction.
Posted by Karen Gordon | Zoot | Thursday, December 01 2011 at 11:58AM ET
Add Your Comments:
You must be registered to post a comment.
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Email Newsletters

Get the Daily Briefing and the Morning Update when you sign up for a free trial.

TWITTER
FACEBOOK
LINKEDIN
Marketplace
Fiserv is a leading global provider of information management and electronic commerce systems for the financial services industry.
Learn More
Informa Research Services is the premier provider of competitive intelligence, mystery shopping, and compliance testing services to the financial industry.
Learn More
CSC is a leader in private-label, third-party loan servicing with 30+ years of proven experience in delivering effective, cost-effective solutions.
Learn More
Already a subscriber? Log in here
Please note you must now log in with your email address and password.