Serve Well, Sell Right at the Branch

October 6th, 2020 1:30 pm - 3:30 pm CT

A Program

Click Here to register for live program $265

Click Here to register for live program $395*

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.

What You Will Learn

  • 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


Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.

* Registration Plus Recording: Includes the live session (one connection, unlimited attendees), CD ROM, (shipped 7-10 business days after live session), unlimited access to OnDemand Playback and links to presenter materials and supplementary handouts for 6 months after live session.