Elevating sales and service results at the branch
The leader at the branch is responsible for shining the brand and seeking new opportunities for growth. But what a challenge. Mature markets see branches struggling to attract new business. Growth markets are flooded with branch banks and the competition is fierce from other competing industries. Everyone wants in the act – insurance companies, brokers, credit unions – but what financial institution is the cornerstone of the communities it serves? That’s right the community bank.
Leading the branch calls for obtaining buy-in from the staff, hustling new business and hanging on to what you have. One key to surviving in today’s banking world is a successful sales and service culture.
This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.
Topics Will Include:
- Turn Your Clients into Raving Fans
- Develop and Elevate Your Sales & Service Culture
- Dos and Don’ts of Cross Selling to the Customers
- Employee Incentive and Motivation Strategies
- The Key to Relationship Banking
- Retaining and Expanding Existing Business
- The Importance of Onboarding (The first 45 days of a new customer)
- Branch Manager Sales Calls and Business Development Tips
- Meeting Critical Targets for Your Branch – deposit growth, loan growth, increase households and more
Who Should Attend?
Those in your branches directly responsible for growth and delivery extraordinary service.
Instructor
Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 30 plus years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank.
Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.
As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations and has accumulated an impressive client list that includes over 600 banks, credit unions, and other organizations. Globally, she presented a program in the south of France for an international, energy-related firm.
Honey has a coaching practice specializing in helping others pursue professional excellence and is the author of numerous published articles and training manuals. Her first book, Coaching Yourself & Others will be released soon.
Honey continues her personal pursuit of excellence and has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A&M. She is an EverythingDiSC Certified Distributor and Trainer.