Officer Calling: Prospecting, Preparing, Presenting Webinar
Business Development is a vital part of the lending process for Loan Officers, Relationship Managers, Branch Managers, Customer Service Representatives and anyone who has the responsibility of developing good business for their financial institutions. Understanding how to build and retain a profitable customer base is essential for the successful banker and for financial institutions that want increased business.
Webinar Description and Audience
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.
- 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.
Webinar Viewing Options
INCLUDES SEVEN 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. Participants can type and send their questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate in the same room.
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 OnDemand Video will be available to you (and anyone else in the company) for 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.
Webinars can be scheduled and offered exclusively for your company. They can even be customized to best fit your needs. To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.
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.