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Sales Training & Performance for your Financial Institution

Everyone hates a pushy, aggressive sales person. In our on-site sales training we teach service people in the banking industry to be effective at spotting new opportunities and completing the sale, without being pushy and aggressive. We will conduct the sales training in a location of your choosing, or we can arrange that for you. We are very flexible when it comes to scheduling, start and stop times and breaking up the programs into smaller segments. We will customize to fit your requirements!

ONSITE SEMINAR TRAINING - CREDIT UNIONS AND BANK SERVICE PEOPLE

Course Description Duration Cost

Selling Skills for Service People

A “fusion” of client focused skills and sales strategy that will have your team maximizing every opportunity and helping clients satisfy their financial goals and desires. Learn more

2-Days

Selling skills for credit union service people

Selling Skills for Service People  - TELLER EDITION

This course will give a credit union or bank teller concrete ideas that will allow them to quickly cross sell and refer without coming across pushy and backing up the line. Learn more

1-Day

Selling skills for tellers

Advanced Sales

This course reveals practical approaches that will help any sales person confidently resolve objections and build long-term client loyalty in the banking industry. Learn more

1-Day

Advances sales training for credit unions

ONSITE SEMINAR TRAINING - SALES MANAGEMENT FOR CREDIT UNIONS AND BANKS

Course Description Duration Cost

Essence of Sales Management

In this course managers learn the essential activities necessary to be successful in the role of sales manager and coach in a credit union or bank. Learn more

2-Days

Sales management training for credit unions

Coaching the Buying Cycle

This is an intensive course that trains managers in the entire sales process and how to effectively coach the skills. Learn more

3-Days

Sales coaching for credit unions

Coaching Advanced Sales

Coach your financial sales team in strategies on avoiding common objections and being able to confidently resolve the ones they get. Learn more

 

Advanced sales coaching for credit unions

Can’t get a group together for on-site sales training for you financial institution?

Don’t let that hold back your credit union or bank branch’s performance. We have creative a suite of self study tools that you can use to improve sales skills at your pace and convenience. Check out our online training!