BranchQuest, a consulting firm that works with retail organizations at community financial institutions, has signed agreements with Sutton Bank in Attica and Oregon Community Credit Union to help both organizations improve their bottom-line performance.
BranchQuest solution is designed basing it upon a six-step process to promote a client-oriented culture that increases per-client profitability for both existing and new clients by fostering a disciplined methodology that focuses all human capital on increasing sales efficiencies.
Billy Wilkinson, president and founder of BranchQuest, said: “Branches can realize tremendous gains when they work to transition their retail banking organizations away from providing passive service. The shift to a proactive model enhances the experience for branch consumers who receive more attention and personalized recommendations about financial products and services.”
Tony Gorrell, EVP and CFO of Sutton Bank, said: “We found Billy’s expertise leading retail organizations, his history creating deeper share of wallet with customers and his understanding of what makes community banking special to be an exact match for our needs.
“We were looking for someone to help us transition our retail footprint toward a more sales-oriented focus and we knew that simple training would not cut it. However, we didn’t have the necessary resources to hire someone full-time. That’s where Billy and BranchQuest hit the mark.”
Darrell Stark, director of operations at Oregon Community Credit Union, said: “In 2009, Oregon Community Credit Union made a commitment to become a true retail sales and service financial institution. The decision to work with Billy and BranchQuest was easy knowing his experience in the financial industry as well as being able to customize his expertise to our program. We are confident that BranchQuest will help OCCU become a leader in retail sales in the Credit Union industry.”
