What You'll Learn
Discover the key ingredients for a thriving sales culture in this engaging course. From strategic planning to staff training, discover how to create an environment that fosters relationship growth and delivers results. Gain practical tools like checklists and forms to simplify implementation and achieve sales excellence.
Topics covered in this course
- Key Ingredients of an Effective Sales Environment
- Strategic Planning for Sales Growth
- Building a Culture That Fosters Relationship Growth
- Staff Training and Skill Development
- Checklists, Forms, and Implementation Tools
- Measuring Results and Sustaining Sales Excellence
*This course does NOT qualify, nor meet the National Standard for NASBA accreditation.
About the Author:
You Might Also Like
Federal law requires banks to periodically reassess their garnishment procedures. Financial institutions have a responsibility to determine where funds originated and if those funds are exempt from garnishment or levy. Customer-facing and back-office staff frequently receive garnishments, subpoen...
Instructor: Kelly Rozier
Course Overview: This course covers the purpose and goals of a bank security program, procedures for opening and closing, responding to bomb threats, and much more. Learning Objectives Define the purpose and goals of a bank security program Outline office security procedures from opening to clo...
Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. This informative branch webinar guides frontline staff through the sensitive process of as...
Instructor: Dawn Kincaid
Course Overview: This course is designed for anyone interested in learning about eligibility requirements, contribution limits, and distribution rules of Individual Retirement Accounts (IRAs). Learning Objectives Explain the features and benefits of the Traditional IRAs and Roth IRAs Compare ...