Skyrocket your Revenue and Profits by Building Stronger Customer Relationships

You are a community bank or a credit union. You work hard every day to deliver the best customer or member experience you can while also providing the best solutions for your customer or member’s needs.

However, there is one problem. Your personal bankers and member service representatives could be best described as “order takers” instead of advisors or true sales professionals. They simply perform the request of the customer or member without finding or uncovering other needs and/or ways to help them. Thus, they establish no meaningful relationship with the customer or member.

Because of this, you realize that your financial institution may not be fully capitalizing on the opportunities to communicate the many outstanding products and services you have to offer your customers and members.

More so, you know that your customer or member is at a disadvantage because they are not receiving the full benefit of understanding all the solutions you have and how they can profit from them.

Know that your customers and members are watching and talking. They want someone they can trust and with whom they can forge a relationship. They also want a real relationship with their financial institution, and they expect to receive the best information so that they can make smart and wise decisions about their financial lives.

Simply put, consumers want a CONNECTION.

The key to boosting sales and building a viable pipeline of eager prospects and customers /members is the creation of high levels of rapport with those whom you wish to help and serve.

I Can Help.

I have been coaching sales teams and organizations for almost 20 years, and specifically banking/credit union sales teams and those who manage them for over 10 years. I know what it takes to build a culture in a financial institution where the team has buy-in and takes ownership. I have personally gone into low to moderate income (LMI) markets and have produced year- over-year double digit and even triple digit sales growth. This has been done in the more affluent markets as well. My teams and I did it by building rapport and strong relationships with our customers.

The process that I have created, used, and taught works. Now it is time for it to work for you and your team.

Rapport Selling Academy Workshop

The Rapport Selling Workshop is a comprehensive 2-day training forum that guides participants to understand the steps and tools needed to increase sales. This is accomplished through a focus on the building of rapport and mutual respect with prospects and/or customers, thereby developing a long lasting and meaningful relationship for years to come. Your Personal Bankers or Member Service Representatives will walk away with a series of strategies, methods, ideas, and techniques to improve the volume and ease of sales.

If you would like to learn more about how I may be able to help your platform team perform at their highest level, please schedule a time to speak with me. I would be delighted to speak with you.

Branch Manager Mastery Workshop

The heartbeat of any branch in a financial institution, whether a bank or credit union, is the Branch Manager. This person is the leader, the visionary, and the pulse of the business. They are responsible for carrying out the objectives and plans of senior management. The Branch Manager Mastery Workshop is a 2-day deep dive into the different areas that will help make branch managers successful. A third day is available for hands-on utilization of the lessons learned in the classroom setting.

Some of the areas covered are Branch Leadership, Coaching for Success, Driving Sales and Production, Team Conflict Resolution, and Understanding the Numbers and KPIs. Your managers will be empowered to lead their teams to new levels of achievement.

I would love to speak with you about how I may be able to help take your Branch Manager team to the next level of leadership. Please schedule a time to speak with me. I look forward to speaking with you.

My Gift to You

It is time for your bank or credit union to reach its full sales potential. I want to see your branch(es) become places where customers and members come to get the financial advice they need, not just for a deposit or withdrawal. It would be even better if they were to tell others about how they get incredible information, guidance, and solutions from your banker and member service representatives. Now that is how you know that what you are doing is working.

I have created a short but information packed video with actionable steps that will help jump start the process of getting your bankers and member service representatives on board to building better customer and member relationships. They are tried and true take -aways that can be implemented starting today. For those of you who rather read, I have transcribed the video just for you. I will see you on the video.