​OUTLINE

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​While self-serve technology may be changing the playing field, loyalty of customers remains uncertain. Now more than ever, your greatest opportunity lies in building value for your customers.

​The top performing banks always go the extra mile to deliver memorable customer experiences. The banks’ customers are engaged, buy more, stay longer, and recommend the bank to their family and friends.

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​This course prepares banking professionals for successful sales experiences that lead to more greater customer loyalty and increased employee engagement and retention. A successful customer experience requires more than transactional skill and product knowledge to solve customers’ needs.

​With our team of industry experts, your staff will receive bank sales training from professionals with real-world experience and deep knowledge of modern banking practices.

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​WHO SHOULD ATTEND?

​·Sales Professionals,

​·Key Account Managers

​·Sales Leaders

​·Retail Banking Managers,

​·Relationship Managers,

​·Branch and Senior Managers.

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​COURSE OUTLINE

​Our 2-day bank sales training offers the following modules:

• ​Consultative Needs-Based Selling Techniques

• ​Building and Nurturing Customer Relationships through Service

• ​Cross-Selling and Cross-Servicing Strategies

• ​Digital Banking: Embracing technology for innovative sales approaches

• ​Effective New Customer Onboarding

• ​Deepening Relationships and Wallet-Share with Existing Customers

• ​Driving bank branch Sales

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​SCOPE

​Our bank sales training is designed for the following bank segments:

• ​·Retail Banking: Enhancing face-to-face and virtual customer interactions

• ​·Commercial Banking: Advanced techniques for handling large accounts

• ​·Wealth Management: Building trust and offering customized financial solutions

• ​·Small Business Banking: Effective strategies to support local businesses

• ​·Mortgage Lending: Outside and Inside sales techniques