Banking

Confero mystery shoppers visit your locations to interact with employees as typical customers normally would.

Mystery shopper screening and selection depends upon your target customer profile. While programs for mass retailers usually do not require customer profiles, specific demographic requirements may be accommodated for specialty retailers or special projects, including gender, age, education, income and children.

Myster shopper selection may also include a requirement for the shopper to have an account with the bank or brokerage.

Criteria:

  • Exterior appearance and entry
  • Greeting
  • Merchandising
  • Attentiveness
  • Selling skills
  • Promotional materials
  • Cross selling
  • Overcoming objections
  • Asking for the business

Our specific experience includes:

  • Teller transaction shops – in branch and drive up
  • Customer service representative (platform)
  • Financial services
  • Brokerage services
  • Customer call center