WEBINAR
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Serve Well, Sell Right at the Branch Webinar

CFT Credits: 0.25

Elevating sales and service results at the branch

The leader at the branch is responsible for shining the brand and seeking new opportunities for growth. But what a challenge. Mature markets see branches struggling to attract new business. Growth markets are flooded with branch banks and the competition is fierce from other competing industries.

Webinar Description and Intended Audience

The leader at the branch is responsible for shining the brand and seeking new opportunities for growth. But what a challenge. Mature markets see branches struggling to attract new business. Growth markets are flooded with branch banks and the competition is fierce from other competing industries. Everyone wants in the act – insurance companies, brokers, credit unions – but what financial institution is the cornerstone of the communities it serves? That’s right the community bank.

Leading the branch calls for obtaining buy-in from the staff, hustling new business and hanging on to what you have. One key to surviving in today’s banking world is a successful sales and service culture.

This webinar helps you gain insight of how you can engage your staff and elevate results at the branch.

What You Will Learn

  • Turn Your Clients into Raving Fans
  • Develop and Elevate Your Sales & Service Culture
  • Dos and Don’ts of Cross Selling to the Customers
  • Employee Incentive and Motivation Strategies
  • The Key to Relationship Banking
  • Retaining and Expanding Existing Business
  • The Importance of Onboarding (The first 45 days of a new customer)
  • Branch Manager Sales Calls and Business Development Tips
  • Meeting Critical Targets for Your Branch – deposit growth, loan growth, increase households and more

Who Should Attend?

Those in your branches directly responsible for growth and delivery extraordinary service.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. 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 a very 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.

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 any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

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.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar Date Start Time End Date End Time Viewing Options - See Descriptions Above Price
AnyAny Six Month On-Demand Recording $295.00
AnyAny CD-Rom Video Recording $345.00
Register Now