OVERVIEW

This Module empowers participants to increase sales by equipping them with a proven sales process specifically designed to address a small business’s goals and challenges. As a result, participants know how to have well-planned, focused conversations that explore the customer’s asset conversion cycle, uncover the customer’s needs, and result in targeted solutions.

 

RESULTS & BUSINESS BENEFITS

  • Use a proven sales process to plan results-oriented calls with business owners
  • Increase sales by consistently converting leads into new business
  • Become a de facto financial advisor for small business customers
  • Ask effective questions to better understand the customer and the business when the need for a loan is uncovered
  • Differentiate your financial institution from the competition

 

WHO SHOULD ATTEND

 All staff who interacts with small business owners, including;

  • Personal bankers,
  • Small business relationship managers,
  • Branch managers