Officer Calling: Prospecting, Preparing, Presenting Webinar

Business Development is a vital part of the lending process for anyone responsible for developing good business for their financial institution. Understanding how to build and retain a profitable customer base is essential for successful bankers and financial institutions that want increased business. Successful business development allows your financial institution to shape its loan and deposit portfolios to reflect the types of credit risks your organization is willing to take and the customer profile desired.

Build skills for effective customer sales and results. Although many bankers resist selling, you’ll gain understanding that your financial institution’s products and services will “help” your customers and prospects become better money managers, save money or make money.

Learn how to make quality prospect and customer contacts, rather than just meeting a calling quota. Get practical ideas for enhancing your calling process by focusing on every aspect from preparing for your call to handling objections, to closing the sale and retaining your customer.

Covered Topics:

  • Preparing for Your Call
  • Developing Effective Listening Skills
  • Understanding Your Customers and Market
  • Avoiding the Top Ten Sales Mistakes
  • Developing Effective Closing Techniques
  • Establishing Strategies and Techniques to Retain Customers

Who Should Attend?

Anyone responsible for developing business for your financial institution including Commercial Loan Officers, Consumer Loan Officers, Branch Managers, Assistant Branch Managers, and Senior Loan Officers.

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.

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Related Topics

    Instructor

    Jeffrey Johnson
    Jeffrey Johnson

    Jeffery W. Johnson started his career with SunTrust Bank in Atlanta as a Management Trainee and progressed to Vice President and Senior Lender of SouthTrust Bank and Senior Vice President and Commerci... read more.

    Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
    Officer Calling: Prospecting, Preparing & Presentation0.25 Any AnyWebinarSix Month On-Demand Recording Jeffrey Johnson$295.00 Register Now
    Officer Calling: Prospecting, Preparing & Presentation0.25 Any AnyWebinarCD-ROM Video Recording Jeffrey Johnson$345.00 Register Now
    Delivery Options

    LIVE WEBINAR:
    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!

    SIX MONTH ONDEMAND VIDEO:
    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.

    CD-ROM VIDEO:
    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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