7 Habits of High Performing Banking Teams Webinar

There are consistent behaviors and habits that successful relationship managers use day in and day out, year after year to achieve their goals. In fact, research validates that top tier producers follow a mile-stone centric sales process that helps drive their behaviors, habits and results. It is important that banking Sales Leaders understand, support and inspect these 7 habits with their teams.

What You Will Learn

  • Why prospecting is an ‘€œA’€ priority and how to establish expectations
  • The formula for sales success for each RM and as a team
  • How to be unique ‘€“ don’€™t let your salespeople sound like every other banker
  • How to set qualified appointments ‘€“ it starts with the first phone call
  • How to eliminate the shoppers ‘€“ how to help your RMs get better at qualifying
  • How to close key accounts faster ‘€“ close more business, more quickly
  • How to ‘€˜track’€™ your way to close more business ‘€“ inspect what you expect

Who Should Attend?

CEOs, Presidents, HR Directors, Sales Directors, LOB Leaders & Training Heads.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

View Delivery Options

Related Topics


Dan Fischer
Dan Fischer

Dan Fischer, Sales Development Expert, has 28 years of financial sales and sales management experience working in the banking and insurance industries. During that time, he has developed a life-long p... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
7 Habits of High Performing Banking Teams0.25 Any AnyWebinarSix Month On-Demand Recording Dan Fischer$185.00 Register Now
7 Habits of High Performing Banking Teams0.25 Any AnyWebinarCD-ROM Video Recording Dan Fischer$235.00 Register Now
Delivery Options

INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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