Developing the RMs and Private Bankers on service excellence

A Very Large Bank in KSA

The Bank embarked on a strategic initiative to build a Culture of Service Excellence among the 400 Private RMs, RM Team Leaders, and Affluent RMs across the Retail Banking Group. The initiative aimed to shift the mindsets of the RMs and build the required skills to be effective and consistent. The objectives were grouped into four key pillars: building character to be presentable, building skills to be engaged, building knowledge to be knowledgeable, and building ability to take action. The newly defined Service Culture needed to be communicated in an exciting and engaging manner, with the flexibility to shift into live or virtual mode as the situation deemed fit.

Geographical Coverage
Geographical
Coverage

Participants came from across KSA

Employees Impacted
Employees
Impacted

400 PRM’s, RM Team Leaders and RM’s

Situation
Situation
  • The analysis of job descriptions, mystery shop reports, internal surveys, and the client’s competencies and the output will be the foundation for the required modules and skills.
  • Sessions will be based on the SPIKE methodology, designed to inspire and engage through multiple points of practice, feedback, evaluation, and reporting.
  • The program will be delivered as fully Arabic modules, covering 17 different subjects.
  • The ability to integrate a digitally enabled experience using a customized LMS will serve as the backbone for all engagement and interactions throughout the journey.
  • There will be a need for a multitude of facilitators, including those for a select number of all-female batches.
  • Detailed reporting and analysis to be conducted based on predefined ROI criteria.
Key Touch Points
Key
Touch Points
Talent Pool Involved
Talent Pool
Involved

This initiative was led by the Banks Learning Academy and was the first phase of a 400 Participant rollout across all RM’s of the Bank

Project Scope
Project
Scope
Impact
Impact

Over 91 % satisfaction across 400+ participant interactions. Pilot batch of 60 extended to full scope of RM’s

Behavioral competency development

Behavioral competency development

Merging two cultures, developing new values, and embedding them into the DNA

Merging two cultures, developing new values, and embedding them into the DNA

Exciting and inspiring management on the new leadership capabilities

Exciting and inspiring management on the new leadership capabilities

A journey to develop the future leaders of a bank

A journey to develop the future leaders of a bank

Building a unique client experience by building a caring culture

Building a unique client experience by building a caring culture

Building a culture of conversations in between hierarchy and peer-to-peer

Building a culture of conversations in between hierarchy and peer-to-peer

A culture of service excellence in the retail banking group

A culture of service excellence in the retail banking group

A culture transformation to vitalize an aggressive strategy

A culture transformation to vitalize an aggressive strategy

Building leadership cohesion and alignment and a common clarity

Building leadership cohesion and alignment and a common clarity

Aligning management to the leadership clarity to build cohesion

Aligning management to the leadership clarity to build cohesion

Developing a service excellence mindset as a competitive advantage

Developing a service excellence mindset as a competitive advantage

Aligning a community on a common charter – cohesion through clarity

Aligning a community on a common charter – cohesion through clarity