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The Consumer Financial Protection Bureau says the Cincinnati bank engaged in aggressive sales practices and open bank and credit card accounts without consumers' authorization in order to meet sales targets.March 9
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A lawsuit filed by a New Jersey branch employee who was fired in 2016 includes detailed allegations about the pressure that front-line workers faced to meet monthly sales targets. The case is scheduled to go to trial in February.November 20
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Banks need to ensure those building new business are driven to look for evidence of illegal activity.April 24
PresidentKYC Solutions Inc. -
One credit union marketing expert offered tips on how to break down silos to create "smarketing."March 25
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SalesPhysics was created by industry veterans who once worked at Bank of America.March 6
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It's not enough to say you provide excellent service. You have to define what it is in a concrete, measurable way to live up to that promise. Take these steps to do just that.April 10
Senior Consulting AssociateCapital Performance Group
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One of the missteps in banks’ attempts to build productive sales and service cultures is overemphasizing sales processes and tactics while underappreciating product knowledge.October 4
Consultant and Founderbankmechanics
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Five steps to increasing staffers' confidence -- and, in turn, boosting the bottom line.September 28
CEOEPL
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Two experts traded verbal barbs over whether promoting a sales culture helps or hurts the credit union mission of putting members first.August 3
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The San Francisco bank is trying to turn the page with a new report that mostly pins blame on executives who have either left the company or been demoted, but the report shows the misconduct went further back than previously acknowledged.April 10
