Banks can no longer rely on just drive by traffic or referrals. Instead, you need your employees to reach out and create and strengthen relationships with clients in the community.
Whether it is with businesses, or individuals, there is nothing that builds connections like effective phone calls, and that is where we come in.
For over 35 years we’ve been training bank employees, like yours, on how to effectively call on your clients, and those who aren’t yet your client.
We provide training and digital calling guides to help them through the process, by teaching them:
- Additional sources for developing targeted prospect lists
- How to stay in control of the conversation and get the appointment
- Eliminate the typical reflexive “NO” that stops a call from moving forward
- How to make the gatekeeper your ally in reaching the decision maker
- How to overcome objections such as:
- “I am happy with my current bank,”
- “Let me talk to my spouse,”
- “Send me some information,”
- “Your locations aren’t convenient,”
- and many, many more.
- Successfully deal with voicemail: Should I leave a message?
- Why securing appointments is more than a numbers game
- How to ask for referrals and get them
- How to multiply your prospecting effectiveness after each appointment
We offer both in person, and virtual training for helping your employees secure both personal, and business accounts.
Click on the button and we’ll be happy to set up an appointment for you to learn more.