Proactive Bank to Business Telephone Calls

Reaching out to clients to create a quality experience with each interaction requires focusing on the client’s changing financial needs. Proactive Bank to Business Telephone Calls is a proactive approach to quality client conversations. Ample practice and skill drill opportunities are built into this fast-paced workshop that also deals with client concerns and objections without scripting or memorization.


  • Senior Executives, Regional or District Managers, Relationship Managers, Business Development Officers, Branch Managers, and others charged with deepening client partnerships by telephone

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Proactive Small Business Telephone Call Preparation Worksheet
  • Proactive Small Business Telephone Call Observation Guide
  • Proactive Small Business Telephone Calls 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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