When talking about branding, many financial institutions focus primarily on the cultural aspects of consumer interaction. For example, exactly what to communicate to consumers, when to communicate it and with which brand-centric nuance.

While this angle is important, financial institutions must also ensure employees get tasks right. For example, your bank or credit union can have a terrific brand jam-packed with consumer interaction, open-ended questions and discovery probes but if the employee deposits the check to the wrong account, it’s all for nothing.

In other words, your brand requires both culture and task be executed well and consistently in order to thrive.

“While we certainly train our staff to work as brand ambassadors, at the end of the day, if tasks are done incorrectly, the brand suffers” shared Travis Flora, Culture and Values Officer with Commonwealth Credit Union (Frankfort, KY; $1.15 billion assets; 92,000 members). “Often, people think of culture as being separate from task. Culture is seen more as things like smiling, looking people in the eye, using their names, etc. Actually, culture includes tasks that go into providing an extraordinary experience. Our team members recognize the importance of excellence in member service when it comes to living the brand and correctly completing tasks. The two go hand-in-hand.”

I had a recent experience in a Chick-fil-A restaurant that illustrates this point. Chick-fil-A is well-known for their emphasis on customer service (and their famous “my pleasure” response to customer statements). On this particular visit, the young lady working the counter did a terrific job living the brand (warm greeting, friendly smile, using the “my pleasure” brand statement). However, when I got my order, there were several things wrong. My drink was incorrect and they didn’t include a particular dipping sauce I requested. She did a great job living the big-picture brand but struggled with the detail-specific task.

These were relatively minor inconveniences and corrected quickly by the same young lady. However, the example does speak to the greater point – for your financial institution’s brand to succeed, staff must recognize and train to the importance of succeeding living the brand and correctly completing the task to the best of their ability.

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