This presentation takes a recipe card approach to helping bankers identify the critical ingredients that make sales environments more effective. Participants will receive a broad summary of what banks are doing today to compete for customers and build lifetime loyalty. But the program doesn’t stop with an outline. The session will provide forms, checklists and practical applications that help simplify implementation no matter what stage of development the bank is addressing. Structure, measurement, accountability and support are defined and introduced as the foundations for successful development.
Today’s sales and service solutions require strategic thinking regarding staff resources, systems support, management structure, reward programs, training and much more. This presentation challenges bankers to look beyond traditional approaches to relationship development and pursue a future that begins with a customer not an account or service.