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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
ICBA Members
Live: $209
On-Demand: $229
Live + On-Demand: $249
Non-Members
Live: $309
On-Demand: $329
Live + On-Demand: $449
Unlimited Webinar Pass subscription: $0
*View CPE Credit Hours in the “Who Should Attend” section.
For more information, call 800-422-7285 or email [email protected].
Who should attend: Executives, Leadership, Marketing Personnel, Loan and Sale Officers, New Accounts Banker
Prerequisites: None
Advanced Preparation: Basic knowledge of banking.
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based.
CPE Credit Hours: 1
Chief Executive Officer
Cross Financial
President
Cross Financial
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.