Who is it for...
This three-hour session is designed to enhance the sales management skills of today’s
Branch Manager and Assistant Branch Manager.
What it improves…
The session places special emphasis on developing an overall sales culture within
the branch, determining the “value” of doing business with the manager’s
branch, becoming a more effective leader, and understanding the essentials of motivation
and its effective use in the sales process.
Who is it for...
This three-hour session provides all front line sales staff the opportunity to increase
their sales and customer service skill levels.
What it improves…
Special emphasis is placed on developing listening skills, identifying needs, learning
the difference between features and benefits, matching financial products and services
to customers’ needs, handling objections, and asking for the business.
Who is it for...
Branch Managers, Loan Officers, and any other personnel who want to enter the highly
competitive business development field. Training can be divided into two parts…
three-hour morning and afternoon sessions. The morning session can act as a stand-alone
module.
What it improves…
There are two basic categories of improvement. We TEACH the skills it takes to become
a successful business development officer. In the afternoon session, we COACH and
practice using these important skills in real life scenarios. All this is accomplished
in a relaxed, informal and fun setting that builds confidence.
Who is it for...
Anyone in the financial institution can benefit from this three-hour session.
What it improves…
The session combines the best elements of Basic Supervision, Coaching, and Leadership.
Just a few of the many topics covered include learning how to delegate effectively,
10 tips for effective time management, motivation strategies, coaching for performance
improvement, and becoming a more effective leader.
Who is it for...
This three-hour session provides all customer service personnel with a half-day
of skill building.
What it improves…
Teaching front-line staff how to effectively deal with the eccentricities, rudeness
and demands of customers can improve staff morale and job satisfaction, and also
decrease turnover. Those benefits translate into improved customer experiences,
so the customers develop greater loyalty toward the financial institution.
Who is it for...
This session is highly recommended for front line sales staff as well as Branch
Managers and Assistant Branch Managers. It can be added to the front line sales
associate training as an afternoon session.
What it improves…
This session enhances sales and customer service skills through role playing as
various customer service and sales scenarios are acted out and critiqued. This is
a thoroughly positive skill-building experience.
