Bank Sales Training: Ask for the Business/ Close the Deal!

In today’s banking environment, simply presenting products and services isn’t enough. You must guide the conversation, build trust, and confidently ask for the business.

This session walks you through the entire sales process, focusing on how to create strong customer experience, navigate objections, and close the deal effectively. You will build essential communication and negotiation skills, learn proven telephone techniques, and explore a practical marketing model you can use right away.

You’ll also dive into the human side of sales, understanding how empathy, ego, and individual needs shape buying decisions, and how to adapt to different personalities, backgrounds, and behavioral styles.

Learning Objectives:

• Lead sales conversations from first contact to confidently closing the deal

• Utilize core communication and negotiation skills, including calls and handling objections

• Improve customer experience by responding to individual needs and behaviors

• Overcome sales roadblocks and apply real-world examples

• Understand the human side of selling: empathy, ego, and needs

Duration: 90-minutes

Who Should Attend: Branch Manager/Assistant Branch Manager, Chief Retail Banking/Deposit Officer, Learning & Development/Training, Managers, Supervisors, Business Banking, Cash/Treasury Management, Commercial Lending, Consumer Lending, New Accounts/Personal Banker/Universal Banker, Retail Banking, Teller/Lead Teller/Teller Supervisor

Instructor(s): David Osburn, Osburn & Associates, LLC

Recorded: Aug. 19, 2026.

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This webinar on-demand is available for two years from the recorded date.