Tag Archives: Issue 20170406

Kudos for April 6

Katie Presser
In response to a survey question (“Is there an employee you’d like to recognize?”), a pair of customers shared this feedback about Katie Presser, now branch manager at Pulaski:

We know that Katie is no longer at our branch, but she is truly the reason that we refinanced at the location and not at the credit union. She made us feel at ease with our home equity line and the renewal of it. She answered all our questions and did several follow-ups with us to make sure every question was answered. What a wonderful, educated, friendly person.

Katie says, “Before I left the Muskego branch, I had helped these customers finish up a 10-year loan conversion to pay off debt, and referred them to investment consultant Ted Green to make sure they were on track for retirement.” When she called the customers to say that their compliment had made her day, the husband replied: “I’m glad we could make your day, because you have made our future. We were two people terrified about the future, and now we’re not, and we’re going to be able to retire in a year and a half.”

Branch administration VP Craig Witz says: “Katie’s actions were the embodiment of what we strive to accomplish with our customers — customers who are confident and knowledgeable about their future financial goals.”

Sharon Phillips
A customer left this message for call center supervisor Barb Finnegan, because he wanted to let her know about the exceptional service he’d received from customer care rep Sharon Phillips when he was having trouble accessing his online banking:

I just spent the last 15 minutes with Sharon. She was fabulous, patient, she dug into my problem, knowledgeable. She is an amazing employee, cool as a cucumber, she was an absolute dream to work with, she is just too good, and an ambassador for North Shore Bank. Never once hurried me up or treated me like an old fool. I can’t thank you enough.

Great work, North Shore Bank!