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.