Banker2Business: Sales Skills Workshop
a one-day workshop that covers all the essential elements of the business sales process

 
     
 

Banker2Business: Sales Manager’s Workshop-Basic
a one-day workshop that gives sales managers the management and coaching tools needed to build a successful sales team

 
     
 

Banker2Business: Sales Manager’s Workshop-Advance
a one-day workshop that focuses on how to hire and develop true sales talent

 
     
 
 
     
 

Banker2Business: Sales Skills Workshop

This one-day workshop covers all the essential elements of the sales process the banker or financial services specialist will need to build a relationship with a business customer.

Who should attend: Branch Managers, Business Bankers, Commercial Bankers, Cash Management Officers and Financial Services Specialists that actively sell financial services to businesses.

Each Sales Skills Workshop covers:

• How to find, research, and prepare for a sales meeting with a “high-valued” prospect or customer

• How to get referrals and develop a successful sales appointment strategy

• How to plan and conduct a sales conversation with a prospect or customer that builds trust and credibility that advances the sales relationship

• How to maintain a positive on-going relationship with business prospects or customers

 
     
 
 
     
 

Banker2Business: Sales Manager’s Workshop-Basic

This one-day workshop gives sales managers the management and coaching tools needed to build a successful sales team.

Who should attend : Sales Managers that manage bankers and financial services specialist that actively sell financial services to businesses.

Each Sales Manager’s Workshop-Basic covers:

• How to hire, assess and develop a sales team that has true sales talent

• How to drive sales activities that get desired sales results

• How to establish sales “Conditions of Employment”

• How to use on-going training and coaching to improve sales team results
 
     
 
 
     
 

Banker2Business: Sales Manager’s Workshop-Advance

This one-day workshop focuses on how to hire and develop true sales talent. Designed as a compliment to the Sales Manager’s Workshop- Basic, this is an in-depth approach to sales talent selection and sales talent development.

Who should attend : Sales Managers that manage bankers and financial services specialists that actively sell financial services to businesses.

Each Sales Manager’s Workshop-Basic covers:

• How to conduct a more systematic interview of candidates for sales positions

• How to conduct an in-depth assessment of individual sales talents and develop a comprehensive training and coaching program

• How to design a sales incentive plan that drives sales behavior