First Impressions – New Customer Onboarding Strategies

With little differentiation between products, pricing and technology one of the most impactful ways to set your organization apart from the competition is through outstanding customer service, especially with new customers.

This session will provide an overview of effective techniques and strategies on how to build a new retail checking customer onboarding program that is sure to turn your brand-new customers into loyal fans.


  • New account opening checklist
  • New account marketing materials
  • Strategies for developing a 120 day touch plan
  • Setting employee onboarding expectations
  • How to increase referrals from new customers


Marketing Directors, Retail Sales Executives and Managers.


Debra Bish is a Senior Bank Marketing Professional with 25 years of experience in numerous marketing disciplines. Specific areas of involvement include strategic analysis and planning, corporate communications, merger-acquisition integration, advertising and direct mail campaign development, promotional and sales campaign development and event management.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2.5 CE Credits.


Either Live or 6-Month On-Demand Webinar: $255

Both Live and 6-Month On-Demand Webinar: $355


Online: Click here.

Phone: Call Total Training Solutions at (800) 831-0678

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.