Visions Federal Credit Union的动态

Last year, I found myself in an unexpected situation but not a bad one ?? representing and standing as a witness in a case brought by a customer. I initially went in expecting straightforward arguments, but each conversation uncovered layers of complexity that i had not fully anticipated before. Witnessing the process and observing other cases firsthand was incredibly enlightening, answering questions also broadened my perspective in ways i had not anticipated at all. Every time I stepped in, I encountered an evolving story that deepened my understanding of what it truly means to serve our customers rightly and not when we feel like. What seemed simple to me before unfolded into a web of stories and this experience has transformed the way I view my duty to customers. #CustomerCentric #LessonsLearned #Adaptability #EmpathyInBanking #EmpathyInAction #CustomerFirst #EmpathyInBusiness #banking #ebankingoperations #fintech Throwback to 2024 CSW (CEBO)

Experience banking with a personal touch. Our Branch Managers are dedicated Relationship Managers for all Priority Customers, ensuring your banking needs are always taken care of. #BankIslami #PriorityBanking #RelationshipManager

What are your thoughts on customer rights in banking? Sharing my insights from day 8 of CIB training. Let's discuss! #banking #customerservice #customerrights #CIB #training #CIB_Summer_Intership_2024

#loyalty #responsibility #success In the banking industry we are dealing with people maybe doesn't have the knowledge to manage their business or accounts , which leads to two problems: 1- for the client when he loses the opportunity of making gains or he does a wrong action leads to financial loses 2- for the bank when the client loses an opportunity we loase a client or a chance of making profit , wrong actions from the clients maybe leads to a minor profit but if we guide our clients to use our products the best way and educate them to get the most benefit of it we will gain loyalty , more profit and wonderful reputation. As banking specialists our role to guide not to sell. so analysing data nowadays is the main core of successful business. analys , innovation and support

?? Curious About CDD in Banking? Let’s Break it Down! ?? Wondering what Client Due Diligence (CDD) is all about in the banking world? Think of it as the bank’s way of getting to know you — just like a new friendship! ?? Here’s the scoop on CDD: ? Verifies your identity to keep things safe and secure. ?? Helps banks understand your financial habits and needs. ?? Detects and prevents any shady activities early on. ?? Builds a relationship based on trust and transparency. In short, CDD is all about making sure banking stays smooth, secure, and friendly for everyone involved. Now you know! #BankingBasics #ClientDueDiligence #SmoothBanking #FinancialSafety #GetToKnowYou #smallbusiness #business #businessowner #businesstips #shoplocal #corporate #startup #learntoearn #FinancialSecurity #BusinessGrowth #RiskManagement #TrustedPartner #Finance #Banking #CorporateSolutions

Empathy is an important word in banking. My clients are empathic: they care about their customers, want to protect them, enable them to thrive, as good bankers do.?I got into this field out of empathy: I saw how bankers are killing themselves with manual processes that can’t work or measure up in a digital, distributed field. As far as I am able, LexAlign is imbued with empathy: both for SMBs engaged in high risk and highly regulated activities, and for the banks that bend over backwards to help them. ?#banking #riskmanagement #compliance

Compliance is a vital part of?Financial Services firms and crucial for their existence. Compliance usually brings with it tons of paperwork. A Dominor portfolio company- Leegality, works with banks,?non-banking lenders (NBFCs), financial institutions; besides other sectors to reduce their paperwork, bringing down operational costs and in turn making them more efficient in compliance as well as in their processes. As a case in point Leegality helps lenders build a digitalized lending flow. This automated workflow not just reduces?completion time for processes but also minimizes the paperwork for signing. ? ? Leegality’s platform?helps affix lender signatures on all loan agreements before they are sent out to borrowers, making the process fully automated. ?By eliminating most of the manual effort?required from?the lender’s team, the lender benefits from raised levels of efficiency and can re-deploy team member efforts in upstream tasks such as risk assessment,?working on credit approval pipelines etc.? Leegality creates value for its customers, especially banks, by digitizing their paper trails. The Leegality platform helps banks and other financial institutions reduce customer turnaround time, positively impacting customer satisfaction scores and results in cost efficiency by minimizing human errors.? ? We encourage you to share?your experience in the comments section, with e-signing platforms that digitize workflows and help in adhering to compliance. #DominorInvestments #PrivateEquity #FamilyOffice #compliance #workflowautomation #processautomation #paperlessprocesses #Leegality Shivam Singla Tusshar Singh Prakhar Agrawal PRATEEK JAIN

I want to improve my self in the field of banking????

'You will spearhead the acquisition of new client relationships whilst growing existing ones' This is a common goal I have uncovered following a deep review of open corporate financial services sales positions around the world. But the question is, how do you do this in a world where prospective client decision timeframes are taking longer, more people are involved in the decision process and no response from the target client is common. Do you have a strategy to overcome these barriers and realities in 2025? #sales #banking #payments #2025