Service to Sales Conversations

The advent of mobile banking has caused a significant downturn in the number of clients that regularly visit brick and mortar locations. Some studies indicate that up to 80% of transactions done in the branch today begin as service related. Service to Sales Conversations is designed to help retail sales staff refine their ability to convert service request into sales opportunities by building trust and creating a world class client experience.

Audience:

  • Branch Managers, Personal Bankers/Universal Bankers, and others that open new accounts

Time Frame:

  • One-day classroom module

Prerequisites:

  • Client Conversations 1 & 2

Tools and Job Aids:

  • Client Relationship Notes Template
  • Retail Client Conversation Observation Checklist
  • Client Relationship 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
816-434-5543

 

 

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