Energy. In a word, that sums up Dana Perkins. With more than three decades of banking and consulting experience, Dana brings that spark to her classroom facilitation, performance coaching and conference presentations. More than 30,000 bankers have benefitted from her knowledge and unique, practical teaching style.
Dana has designed and implemented successful learning strategies for clients in such areas as sales management, making effective referrals, business banking strategies, selling in the contact center and customer experience in the branch. Clients constantly report about Dana’s enthusiasm that inspires CEOs to tellers to make the leap from an order-taking mindset to a proactive, value-based approach.
Dana’s banking career has spanned community banks and credit unions to money center organizations such as Citibank and Bank of America. As an internal colleague, she provided direction in the establishment of sales systems focused around goal setting, incentive programs, measurement structures and feedback mechanisms.
As Vice-President with Bank of America, Dana was Sales and Service Manager overseeing 60 banking centers throughout the Midwest. She was responsible for leading sales efforts, driving results, growing business and managing key region processes that aligned to overall corporate objectives. In 2000 she championed a key customer service initiative for the entire Midwest. This role involved working directly with banking centers to identify root causes of poor customer experiences and developing action plans for improvement.
Dana earned a bachelor’s degree from the University of Missouri – Columbia in Business- Communications. She graduated with honors from the Bank Administration Institute from the University of Wisconsin.
Dana has served as an instructor for the American Institute of Banking and speaks regularly on the topics of Women In Banking, Building Performance Cultures and Making Effective Bank to Business Calls at organizations such as Missouri Bankers Association and Utah Bankers Association. She holds certifications with KASET and Omega-Performance.
