Loyalty Building Conversations

Loyalty-Building Conversations is a practical, interactive program designed to help relationship assistants, working as part of a business banking team, refine their skills to provide need-focused, value-added service to current clients and prospects.


  • Relationship assistants and those who coach/manage them

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Client-Initiated Conversation Observation Guide
  • Telephone Call Plan
  • Proactive Telephone Call Observation Guide
  • Loyalty Building Conversations Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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