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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
Elevating
sales and service results at the branch!
The
leader at the branch is responsible for shining the brand and seeking new
opportunities for growth. But what a challenge. Mature markets see branches
struggling to attract new business. Growth markets are flooded with branch
banks and the competition is fierce from other competing industries.
Everyone wants in the act – insurance companies, brokers, credit unions –
but what financial institution is the cornerstone of the communities it
serves? That’s right the community bank.
Leading
the branch calls for obtaining buy-in from the staff, hustling new business
and hanging on to what you have. One key to surviving in today’s banking
world is a successful sales and service culture.
This
webinar helps you gain insight of how you can engage your staff and elevate
results at the branch.
What
You Will Learn:
- Turn Your Clients into Raving Fans
- Develop and Elevate Your Sales & Service
Culture
- Dos and Don’ts of Cross Selling to the Customers
- Employee Incentive and Motivation Strategies
- The Key to Relationship Banking
- Retaining and Expanding Existing Business
- The Importance of Onboarding (The first 45 days of
a new customer)
- Branch Manager Sales Calls and Business Development
Tips
- Meeting Critical Targets for Your Branch – deposit
growth, loan growth, increase households and more
Who
Should Attend?:
Those
in your branches directly responsible for growth and delivery extraordinary
service. Please
forward email to appropriate person(s).
Instructor:
Honey
Shelton brings the best of
both worlds to her speaking and training engagements. She has 30 plus years
of experience as a training and quality improvement consultant for banks
and banking associations across the country. Her substantial banking
background includes spending three years as Executive Vice President/Chief
Retail Banking Officer with a $1 billion south Texas bank. Nationally
recognized as an outstanding speaker, over a half million bankers have
participated in programs Honey has presented. Her depth of knowledge,
enthusiasm, and compelling personality have left a lasting mark on
InterAction Training, the firm she founded in 1983. As a graduate of the
School of Bank Marketing from the University of Colorado, she realizes the
value of quality education. Honey invests time as a faculty member for
banking schools around the country. She is a repeat presenter for most of
the state banking associations and has accumulated an impressive client
list that includes over 600 banks, credit unions, and other organizations.
Globally, she presented a program in the south of France for an
international, energy-related firm. Honey has a coaching practice
specializing in helping others pursue professional excellence and is the
author of numerous published articles and training manuals. Her first book,
Coaching Yourself & Others will be released soon. Honey continues her
personal pursuit of excellence and has obtained certification in Reality
Therapy from the William Glasser Institute as well as certification from
the Training and Development Program at Texas A&M. She is an
EverythingDiSC Certified Distributor and Trainer.
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio
session. Listening to the program over the telephone and following the
written materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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