Focus: Business Banking Relationship Managers, Commercial and Corporate Banking Relationship Managers
Main Messages: Cash flow conversations leading to cash management referrals are close relatives to cash flow conversations needed for credit.
Learning Points: This program helps business bankers calling on larger companies, with sales from $5 million to $30 million or more to
- Fill in product knowledge gaps
- Recognize opportunities for their banks’ deposit and cash management services faster, across a broader range of client challenges
- Position more clearly their banks’ capabilities to provide solutions
- Lead effective, penetrating discovery conversations about cash flow management challenges appropriate to their relationship manager roles
- Describe their banks’ products and capabilities in appropriate detail
- Increase the quality and size of referrals to bank cash management experts
Delivery: Self-study, team-based learning activities, and one-day classroom. Can also be delivered through a “virtual classroom” environment.
Download the Selling Cash Management & Deposit Services program description.
