We offer twelve prepared training programs that can be used to support larger client initiatives or to train client team members in new-hire or other training programs.
Winning at Prospecting:
Attracting more of the right prospects to the bank faster through effective, targeted community networking and Center of Influence (COI) relationships. More
Talking Business with Small Business:
Business acumen and sales, conducting more effective, productive business sales calls based on deeper understanding of business cash flow and small business loan, deposit, and cash management products. More
Selling Cash Management & Deposit Services:
For commercial and corporate relationship managers, learning how to lead more penetrating conversations about cash flow, represent bank cash management and deposit capabilities, and engage cash management specialists more effectively. More
Field Coaching:
Increase coaching leverage and impact through better prepared, more focused “ride-along” coaching conversations with sales people or direct-report sales managers, focusing on preparing, observing, and leading conversations to improve the sales process or behaviors. More
Accelerating Sales:
Develop broader, deeper relationships, faster by focusing on client goals, values, and priorities. More
Negotiating in Financial Relationships:
Increase client satisfaction, boost bank profitability, and avoid profit-killing negotiation traps. More
Building Bridges: Capturing Mixed Small Business Households:
For branch managers and small business bankers, learning how to bridge consumer and small business sales conversations, cross sell more, and increase relationship profitability. More
No more…fear:
Developing knowledge, networks, and new ideas to confidently engage business owners and address their challenges. More
Mind of the Entrepreneur:
Understanding the motivations that drive customers’ business decisions in order to enhance relationships, create competitive advantage. More
The Big Picture Conversation:
Understanding the activities and relationships in a business owner’s environment and cash cycle in order to have confident, competent conversations. More
The Winds of Change – Drawing Industry Conclusions:
Translating industry intelligence into “reasons to meet” and penetrating questions. More
Follow the Money:
Building awareness and skill in selling the value of bank non-credit products. More
