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A Business Development Officers Guide to Selling Non-Traditional Financial Products

Wednesday, January 24th, 2018

1:30 pm - 3:30 pm CT

Length: 2 hours                    Sponsored by Bank Webinars

Click Here to register $265.00

Click Here to register and receive CD recording $395.00

For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification. Strategically focusing and effectively integrating non-traditional financial products into an institutions' product lineup will result in an enhanced client/member relationship and will positively impact the bottom-line of the organization.

Topics Will Include:

Detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner:

  • Corporate Investments
  • Foreign Exchange
  • Retirement Plans
  • Self-Directed Brokerage
  • Discretionary Investment Management
  • Trust Services Insurance (Personal and Business)

The workshop provides a detailed Non-Traditional Financial Products Resource Guide that calling officers have found to be an invaluable resource and sales tool. The resource guide includes the following detail for each product:

  • Prospect profile
  • Benefits to the client
  • How does the client pay for the service?
  • Client needs met with this product
  • Key terminology
  • Conversation starters
  • What is a Registered Investment Advisor and how is it different from a broker?

Who Should Attend?

Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers


Over a 22-yr period, Suzette (Suzie) Jones, CFP® helped launch and build an Investment Division for a major regional financial institution resulting in assets in excess of $11B and revenues exceeding $25M. She understands the strategic and competitive advantage these non-traditional products can provide an organization - both on the lending and depository side. Her experience gives her a unique prospective and ability to provide business development officers with the insights and tools they need to successfully sell non-traditional bank products.