Recipe For an Effective Sales Environment

Webinar

Recipe For an Effective Sales Environment

Aug 13, 2025 | 11:00 am ET • 10:00 am CT | Webinar

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

Register

Pricing

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

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Who should attend: Executives, Leadership, Marketing Personnel, Loan and Sale Officers, New Accounts Banker

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email education@icba.org.

NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

Tom Hershberger

Chief Executive Officer

Cross Financial

Kyle Hershberger
Kyle Hershberger

President

Cross Financial

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