Well Played, Charter One Bank

While visiting the Ohio homeland this weekend I had the opportunity to visit my parents’ local bank. By visit, I mean sit cheerfully in the lobby staring at things, but you get where this is going. The first thing I noticed about the Bainbridge, Ohio branch was how cheerful it seemed. If bottling sunshine and giggles in an professional manner was a design aesthetic, this place had it down. The thing second I noticed was their in-branch advertising tag line, “we treat customers like our neighbors, because they usually are”. I remember liking the ad copy, but thinking, “I bet those people are all stock photos.”  The branch seemed welcoming, but also a smidgen fake.

After dissecting the branch visually, I got in discussion with a teller, Tina. But more important than the fact I was talking to her, was how the conversation itself started. While eye vulturing the branch,  I realized she had “my daughter is a pyro” written on her name tag. Which of course led me to ask her about it. We then ended up having a delightful conversation about her daughter’s career as a fireworks designer at Disneyland.

After this discussion I realized the strategic beauty of that name tag. That little plastic placard leveraged many of the relationship building tactics socialmediates evangelize digitally, offline.

  • It was non-evasive: If I didn’t want to talk to Tina, I didn’t have to. The conversation would have to be started by me, the customer.
  • It was easy: The phrase on the name tag gave both of us an easy and immediate discussion point.
  • It was neutral: Unlike other badges that say “ask me about bladdity blah promotion” this badge has nothing to do with sales. I knew if I asked about its meaning I wouldn’t be pressured into some savings account I really didn’t want or need.
  • It was interesting: The phrase was exciting enough to make me want to talk to Tina. Something I may not have done otherwise.

In the end, I left the bank with a better opinion of it. I also realized that small efforts to build dialogue with consumers can be just as important as a large scale campaign. For example, a little name tag can lead to a change in perception. Well played, Charter One.

This entry was posted in Advertising, Inspiration and tagged , , . Bookmark the permalink.
  • Michelle Kelley

    Thank you so much for this, I’m the Branch Manager at the branch you speak of and this just makes me so proud! FYI, Tina retired yesterday and this story was buzzing around the bank internal e-mail and really made her feel great. Thanks again!