Lillie Beltran

Shopper comments: "Dynamic, Enthusiastic, Helpful, Thorough"

"The representative was enthusiastic and knowledgeable about the products and services."

Shopper comments: "Enthusiastic, Helpful, Thorough"

"She asked questions and talked about products based on my needs. She asked if she could ask questions and asked if I wanted to hear about other products that were available. She presented everything in a straightforward manner that was easy to absorb, and she was not pushy. She was pleasant during our entire interaction. After reviewing the savings items available, she asked if I wanted to hear about checking accounts, online banking… Mehr zeigen

Shopper comments: "Enthusiastic, Helpful, Thorough"

"She asked questions and talked about products based on my needs. She asked if she could ask questions and asked if I wanted to hear about other products that were available. She presented everything in a straightforward manner that was easy to absorb, and she was not pushy. She was pleasant during our entire interaction. After reviewing the savings items available, she asked if I wanted to hear about checking accounts, online banking, and the new mobile app that was available. It was an informative and pleasant conversation." Weniger anzeigen

100% Mystery Platform Shop. Customer feedback: "The representative understood my needs. She was knowledgeable about the products and rates for all of the savings options."

"I would open an account based on the service I received. I was thanked for coming and walked to the door."

"The Assistant Branch Manager went over the savings options with me in detail. I was informed about the YourStyle Checking and Savings accounts. In addition, she went over the IRA options and the CD rates… Mehr zeigen

100% Mystery Platform Shop. Customer feedback: "The representative understood my needs. She was knowledgeable about the products and rates for all of the savings options."

"I would open an account based on the service I received. I was thanked for coming and walked to the door."

"The Assistant Branch Manager went over the savings options with me in detail. I was informed about the YourStyle Checking and Savings accounts. In addition, she went over the IRA options and the CD rates and provided me the brochures for each."

"Dynamic, Enthusiastic, Helpful, Thorough" Weniger anzeigen

100% Mystery Platform Shop. Customer comments: "I was extremely satisfied with the service I received. The AR greeted me and offered me assistance as soon as I walked in the door. She was upbeat, friendly, and eager to help me. I was engaged in friendly conversation then asked questions about my needs. The AR recommended accounts that fit my needs. All of my questions were answered and I was invited back to the branch when I was ready to open the account."

"Enthusiastic, Helpful… Mehr zeigen

100% Mystery Platform Shop. Customer comments: "I was extremely satisfied with the service I received. The AR greeted me and offered me assistance as soon as I walked in the door. She was upbeat, friendly, and eager to help me. I was engaged in friendly conversation then asked questions about my needs. The AR recommended accounts that fit my needs. All of my questions were answered and I was invited back to the branch when I was ready to open the account."

"Enthusiastic, Helpful, Thorough."

"I was immediately greeted as I entered the bank by the AR who assisted me. Her greeting was friendly and upbeat and she smiled and made eye contact. I was invited over to her desk where she shook my hand and introduced herself and asked my name. She engaged me in friendly casual conversation then asked if she could ask me some questions about my needs. I was asked where I banked and the type of accounts I had along with balances. She also asked me if I received direct deposit and how I liked to bank. The AR took notes, listened to my needs, and was very attentive and eager to help me find an account that fit my needs."

"The AR summarized my needs and asked me if all my questions were answered. She thanked me for coming in and invited me back. My hand was shaken and she walked me to the door. I was asked to call her with any questions I might have. I would open the account based on the friendly and knowledgeable service." Weniger anzeigen

Comments from mystery shopper: "The CSR was very friendly and welcoming when I entered the branch location. She was dressed professionally and engaged fully with me throughout my time at the branch. She attempted to cross-sell me a checking account and asked good probing questions to determine my goals and my need for a CD."

"The CSR was very knowledgeable about the products offered at the bank and was able to mention all of the features and benefits of the CD the bank was promoting… Mehr zeigen

Comments from mystery shopper: "The CSR was very friendly and welcoming when I entered the branch location. She was dressed professionally and engaged fully with me throughout my time at the branch. She attempted to cross-sell me a checking account and asked good probing questions to determine my goals and my need for a CD."

"The CSR was very knowledgeable about the products offered at the bank and was able to mention all of the features and benefits of the CD the bank was promoting. She did a nice job cross-selling me on a YourStyle Checking account. She asked for my business at the end, provided me material to take home, and offered to follow up."

"The CSR was extremely friendly throughout my time at the branch. She made sure to ask if there was anything else she could assist me with and then summarized my needs. Upon leaving, she stood up smiling at her desk and politely walked me to the door and wished me well on my day."

"The CSR was very knowledgeable, friendly, and engaging. She understood the bank's products well and was able to convey the information in an easy way to understand. It was a welcoming and informative visit." Weniger anzeigen

Highest % YTD total deposit growth for region for second quarter of 2017

Platform (desk associate) shop. Shopper comments: "Enthusiastic, Helpful. The representative was very friendly and helpful. I was extremely satisfied with the interaction. I felt valued as a potential customer."

Platform (desk associate) shop. Shopper comments: "Dynamic, Enthusiastic, Helpful, Thorough."

Shopper comments: "Dynamic, Enthusiastic, Helpful, Thorough."

Won Investors Bank "Special Moments" Home Equity Campaign referral contest for region for loans submitted and closed in the allotted time period

Perfect 10 out of 10 mystery shop on 11/19/2015.

Perfect 10 out of 10 mystery shop on 9/11/2015.