Recipe For an Effective Sales Environment

In today’s competitive banking landscape, many institutions struggle to create a cohesive sales environment that fosters long-term customer relationships and drives consistent growth. This session takes a “recipe card” approach, outlining the key ingredients for relationship-driven success and exploring how banks are adapting to the evolving market.

You will gain practical tools—forms, checklists, and actionable strategies—to simplify implementation at any stage of development and cover key concepts including structure, measurement, accountability, and support. Plus, the foundation for developing and managing a successful sales environment will also be explored.

It’s time to rethink traditional sales approaches and shift your focus products and services to the customer at the core of your strategy.

Learning Objectives:

• Evaluate the effectiveness of your current sales environment.

• Examine best practices from industry leaders.

• Develop a strategic framework for building an effective sales environment.

• Rethink traditional sales strategies and adopt a customer-centric approach.

Duration: 60-minutes

Who Should Attend: Executives, Leadership, Marketing Personnel, Loan and Sale Officers, New Accounts Banker

Instructor(s): Tom Hershberger and Kyle Hershberger, CEO and President, Cross Financial

Recorded: Aug. 13, 2025.