Every year the Independent Community Bankers of America publishes an article called The 50 People, Places And Things Community Bankers Love.
They ask member CEO’s what’s been working for them, how they’ve stayed ahead of the... Read More | Share it now!
2014 is almost over, so no use cramming your head with any more useful information than you have to. You won’t find a thing about sales training, relationship building skills, banks or credit unions in this post. Instead, Bob has produced... Read More | Share it now!
Whether you attended my relationship management sessions at the Jack Henry Associates PEC conference or not (thanks to those of you who did), this follow up will provide some insight for resolving challenges to developing a banking relationship... Read More | Share it now!
We asked an executive of a well-known core processing company with a CRM component what “people issues” their call center and trainers were asked repeatedly. After surveying these groups, the executive found they were receiving many... Read More | Share it now!
Many banks and credit unions will adopt CRM and the initiative will either fail or hobble along without their expected return on investment. A big reason is they will put more thought into implementing the technology than they do on a plan to get their... Read More | Share it now!
Bob Tramontano, Vice President of Marketing at NCR Corp, had an insightful observation in yesterday’s NAFCU Services Blog. He questions how much the member or customer experience is enhanced and service is increased by “beautifying branch... Read More | Share it now!
Don’t get the wrong impression – Bob and Barb are all for selling. We acknowledge the thousands of front line staff that use cross-selling skills with a mindset of genuinely serving their clientele. But that doesn’t change the proven research:... Read More | Share it now!
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Tagged with: Banking Relationship Management
, banking relationship manager
, Barbara Sanfilippo
, Bob Romano
, consultative selling
, cross selling
, customer relationship management
, High Definition People
, relationship management training
, relationship managers
Why is it some of your people have no problem generating business while others seem reluctant to pick up the phone? Why does it seem like you have to constantly lean on some people to get their sales numbers up? The short answer to all these questions... Read More | Share it now!