Bankwide Sales Training Program: Building Customer Focused Relationships

Author: Twila K. Green
Format/Frequency of Update: 3-Ring Binders with CD/2 Volumes/ Supplements on approval
Price: $535
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.

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Bankers now realize the importance of teaching management and staff to focus on customers and sell the bank’s products as new competitors with more experience in this area continue to make inroads. This change has to permeate the bank from the top down, and for most bankers it requires learning a new set of skills and tools.

This manual is senior management’s road map for leading the bank to a new focus on customer relationships. From helping senior management set goals and objectives to training the trainer to effectively run workshops that guide bank staff to improve customer satisfaction with referral and informational sales, this manual does it all. Seven specific steps help you implement this bankwide transformation with this clear, easy-to-use program. Everyone comes away with a clear understanding of how "selling" can be a win-win situation.

Detailed guidance for conducting the workshops so everyone comes to understand the value of cross-selling to both the customer and the bank, and gets motivated to make the program succeed.
Trainer’s guide helps the trainer by supplying answers to the workshop exercises and giving hints and techniques for getting the message across to even the most resistant employees.
Seven complete workshops target all the functional areas of the bank so that everyone – from senior management to data processing – can see how their efforts can contribute to better customer relationships and a stronger bank.
Support and reference materials provide information and tools useful to workshop trainers and participants, including a sample Manager’s Monthly Sales Meeting, sample Recognition and Rewards Programs, Sales and Referral Tracking Documents, customer surveys, and more.
Participant’s Workbook and other materials are also on the CD so you can customize and print as many copies as you need, when you need them.

Transform Your Bank's Culture

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