With declining branch traffic and customers who are increasingly wary and distrustful of their bank, it is more important than ever to make an impact when interacting with customers in the branch or on the phone. Our Retail Banking Training Program equips banking professionals with clear insights and a consistent, practical, efficient, and sustainable approach to effectively serve customers on financial issues most relevant to them. The result is the delivery of a consistent and differentiated sales experience that builds loyalty and more profitable customer relationships.
Greene Consulting has deployed our Retail Banking Program at some of the largest retail banks in the country. Whether your bank has 100 or 10,000 bankers, the program is uniquely designed to minimize time out of market, maximize retention of knowledge, and provide sustainability through ongoing skill development. It also provides organizations with a just-in-time sales training experience for new hires as turnover and growth occur.
An online self-study program designed to help retail bankers develop the financial acumen that is required to be successful bankers. Topics selected from a library of courses include managing daily expenses, borrowing, and retirement and education planning.
Clearly defined conversational standards that drive to the financial priorities most important to your customers and help you provide guidance to help them achieve their goals. It leverages live, in-class, and/or online training modalities based on your needs.
A simple, efficient, and targeted coaching program that ensures the meeting of a minimum standard of knowledge and competency. Online modules for ongoing support are provided, and include leader and assessment guides and coaching best practices.
July 19th, 2016|Comments Off on Why Most Sales Process Initiatives are DOA
I thought it timely to write about this topic as we have recently run into so many financial services firms who are implementing a [...]
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