OVERVIEW

This Module empowers participants to increase sales and decrease cycle times by equipping them with a targeted sales process specifically designed to address a commercial business’s banking needs. By learning how to integrate their knowledge of credit risk with an understanding of a business’s strategies and operations, participants can have well-planned, focused conversations that establish lasting relationships.

 

RESULTS & BUSINESS BENEFITS

Upon completion, participants will be able to:

  • Use a proven relationship-building process to plan and execute results-oriented sales calls
  • Increase sales and reduce cycle times
  • Achieve greater product penetration per customer
  • Differentiate your financial institution from the competition
  • Build collaborative relationships with key managers

 

WHO SHOULD ATTEND

All staff who interact with commercial customers, including

  • Relationship managers,
  • Portfolio managers,
  • Risk managers,
  • Risk officers,
  • Branch managers, and
  • credit officers.