Sales and Service

Sales and service skill development works best as a structured, step-by-step process. By building on each new skill, change becomes lasting and less overwhelming for your team. We also encourage a strong coaching commitment at every level of leadership. This ensures new skills are fully integrated into your bank’s daily culture and operations.

Our services.

  • SALES & SERVICE MANAGEMENT AND COACHING

    The target audience for this program is sales and service managers and/or designated coaches.

  • CUSTOMER SERVICE EXCELLENCE

    All employees in the bank who have direct customer contact (face-to-face or over the telephone) need to attend this program.

  • PARTNERS IN QUALITY

    Non-customer contact employees must also understand the service and sales process and provide quality support to internal customers as well as bank customers.

  • RELATIONSHIP SELLING FOR BANKERS

    This program is designed for all employees in face-to-face sales and service positions.

  • THE ABC’s OF MAKING REFERRALS

    Because tellers have the most frequent contact with customers, this program will bring tellers and their supervisors into the sales and service process.

  • BUSINESS DEVELOPMENT FOR COMMUNITY BANKS

    This program is designed to provide the foundational systems and develop the skills needed to be effective at making business calls on customers and prospects. These workshops can be delivered either by us or by your in-bank, selected trainers or officers.

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