SALES & SERVICE 

Sales and Service skill development is best accomplished as a building process. By building on each new skill, the change will be lasting and less intimidating to your staff. We also recommend the development of a strong coaching commitment from the top to the bottom of the management team. This will help to ensure that skills are integrated into the day-to-day culture of your bank.


We recommend the following training programs:  


• 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 qualitysupport 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.