Create Engaging Conversations in the Branch of the Future Webinar

Despite the surge in digital account access, did you know that 77% of financial customers prefer face-to-face interactions with their bank for specific, more substantive conversations and guidance in making financial decisions? According to this same study, the biggest complaint was unknowledgeable and unprepared staff.

Don’€™t let this happen at your bank. With the changing behaviors of clients, now more than ever, your RMs and MSRs need to have a proactive process to initiate meaningful conversations with your clients. Anthony Cole Training Group has introduced a new laser focused webinar to help you train your retail bankers to improve their relationship building skills.

Covered Topics

With the CARE program, participants will learn a 4-step sales approach for your branch personnel following these components:

  1. Confident Positioning
  2. Assessing Needs
  3. Recommending Solutions
  4. Expanding Relationships

Who Should Attend?

Bank RMs & MSRs, Retail 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


Jack Kasel
Jack Kasel

Jack Kasel, Sales Development Expert with Anthony Cole Training Group, has 30+ years’ experience in sales and sales management spanning a host of industries including software, transportation, print... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Create Engaging Conversations in the Branch of the Future0.25 Any AnyWebinarSix Month On-Demand Recording Jack Kasel$185.00 Register Now
Create Engaging Conversations in the Branch of the Future0.25 Any AnyWebinarCD-ROM Video Recording Jack Kasel$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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