Sales Training & Performance for Your Financial Institution
Everyone hates a pushy, aggressive salesperson. 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 it to fit your requirements!
On-site Seminar Training: Credit Unions and Bank Service People
Selling Skills for Service People
Description
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.
Attendees: Managers, Team leaders, Customer Service Reps/Tellers
Duration: 2-Days
Selling Skills for Service People - Teller Edition
Description
This course will give credit union or bank tellers concrete ideas that will allow them to quickly cross-sell and refer without coming across as pushy and backing up the line.
Attendees: Managers, Team leaders, Customer Service Reps/Tellers
Duration: 1-Day
Advanced Sales
Description
This course reveals practical approaches that will help any salesperson confidently resolve objections and build long-term client loyalty in the banking industry.
Attendees: Managers, Team leaders, Customer Service Reps/Tellers
Duration: 1-Day
On-site Seminar Training: Sales Management for Credit Unions and Banks
Essence of Sales Management
Description
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.
Attendees: Managers, team leaders
Duration: 2-Days
Coaching the Buying Cycle
Description
This is an intensive course that trains managers in the entire sales process and how to effectively coach the skills.
Attendees: Managers, team leaders
Duration: 3-Days
Coaching Advanced Sales
Description
Coach your financial sales team in strategies on avoiding common objections and being able to confidently resolve the ones they get.
Attendees: Managers, team leaders
Duration: 1-Day
In-Person at Your Office
Online Live via Zoom
