Customize a Quote for My Team
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Please contact me regarding program customization and pricing for my team. Here's some preliminary information:
The size of our Financial Institution
1-20 Branches
21-50 Branches
51-100+ Branches
The specific activities we wish our people were better at are: (check all that apply)
Spotting opportunities or "un-met" client needs.
Starting Sales Conversations not "dumping product".
Making the most of the new account opening.
Tellers breaking out of purely "order-taking".
Proactively engaging the clients about their needs.
Lenders engaging in retirement conversations - leading to referrals
Asking for the business without seeming "pushy".
Dealing effectively with rate inquiries
Cross-selling more!
Increasing the quality and quantity of referrals between departments
Overcoming objections
Getting more personal business from commercial accounts - and vice versa!
Building deeper relationships with our business banking/agriculture clients
Increasing products per client through stronger relationships
Everything! We need an overall strategy to improve client service and sales results
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