Staff: “The last place I worked at didn’t really care about the customer and now I see the same thing here.” Execs: “We have some resistance to our sales program.” “We’re losing good people AND too many members.” Customer: “I... Read More | Share it now!
Do You Have a Broken Sales Culture? – 1.5 Years Later
Many Bank and Credit Union Sales Cultures Could Use a Makeover See if this sounds like your organization. Your people may be generating business with transactional sales, but it’s holding them back from developing relationships and the organization... Read More | Share it now!
How A Single Phone Call Saved Our Customer Relationship
We Were Disengaged and Ready to Leave Our Bank Imagine you’re a long-term, high-potential customer or member with your bank or credit union. You have several products with them, never visit a branch, only use automated and online services and... Read More | Share it now!
Posted in Bank Sales Training, Blog, Credit Union Sales Training, CRM Software, Customer Loyalty, Relationship Building Tagged with: bank, Barbara Sanfilippo, Bob Romano, credit union, CUNA, customer loyalty, customer relationship, customer relationship management, Personal Banker, Relationship Building Skills, Sales Training
Do You Have A Broken Sales Culture?
Many Bank and Credit Union Sales Cultures Could Use a Makeover We recently gave a presentation and exhibited at CUNA’s Ops, Sales and Service conference in Las Vegas. Barb’s program, Is Onboarding the Beginning or the End? What Next in the Member... Read More | Share it now!
How to Lose A Customer or Member With Two Common Blunders
It’s Not Relationship Building If Customers or Members Feel Ignored Boy are we fired up about this post! Last week The Financial Brand (one of the best blogs we know of for bankers) reprinted an infographic based on a study of 1,002 bank customers... Read More | Share it now!
You Could Be Wasting Money on Cash Incentives
You Could Be Wasting Money on Cash Incentives Are you one of the growing number of executives questioning whether you’re getting the best return on cash incentives for employees? Does it seem like the more cash you give the less satisfied employees... Read More | Share it now!
Posted in Bank Sales Training, Blog, Credit Union Sales Training, Sales Training Tagged with: bank, Barbara Sanfilippo, Bob Romano, credit union, High Definition People, Incentives, motivational keynote
Three Pitfalls That Will Sink Your Business Development Program
Many Business Development Programs Are Nothing to Write Home About Business development doesn’t come easily for most banks and credit unions. Often it’s a combination of poor or no training, absence of a structured and proven sales process and... Read More | Share it now!
Posted in Bank Sales Training, Banking Relationship Management, Blog, Credit Union Sales Training, Customer Relationship Management, Sales Training Tagged with: bank, Barbara Sanfilippo, Bob Romano, Business Development Program, credit union, CRM software, High Definition People, Organic Growth, Relationship Building, Sales Training
Get Rid of Your Silos for Revenue and Relationships
Silos are Damaging Your Relationship Management Efforts Why should you just have a retail relationship when you have so much to offer, including valuable advice? You want a full banking relationship, right? It’s likely you’ve expanded your... Read More | Share it now!
Posted in Bank Sales Training, Credit Union Sales Training Tagged with: bank sales training, Banking Relationship Management, Barb Sanfilippo, Bob Romano, credit union sales training, CRM software, customer loyalty, customer relationship management, High Definition People, relationship management, sales culture, Sales Training
Declining Branch Traffic – Armageddon or Opportunity?
Mobile Banking Means Less Opportunity to Sell Face-to-Face Any banker who hasn’t been in a coma is aware of the competitive disadvantage their bank or credit union can face if they don’t find a way to connect with the increasing number of customers... Read More | Share it now!
Posted in Bank Sales Training, Banking Relationship Management, Credit Union Sales Training, Customer Relationship Management, Sales Training Tagged with: bank sales training, Banking Relationship Management, banking relationship manager, Barbara Sanfilippo, Bob Romano, credit union sales training, CRM software, customer loyalty, customer relationship, customer relationship management, High Definition People, loyalty, Mobile Banking, relationship management, Sales Training
