EmailOfficer Calling: Prospecting, Preparing, Presenting Webinar
Business Development is a vital part of the lending process for Loan Officers, Relationship Managers, Branch Managers, Customer Service Representatives and anyone who has the responsibility of developing good business for their financial institutions. Understanding how to build and retain a profitable customer base is essential for the successful banker and for financial institutions that want increased business. Successful business development will allow financial institutions to shape their loan and deposit portfolios to reflect the types of credit risks the financial institution is willing to take and the customer profile the financial institution desires.
This course is designed to assist bankers in building skills for effective customer sales and results. Although selling is something many bankers resist, this course will help the participant to understand that financial institutions’ products and services will “help” their customers and prospects to become better money managers, to save money or to make money. It emphasizes how to make quality prospect and customer contacts and not just on meeting a calling quota. The course provides practical ideas on enhancing the calling process by focusing on every aspect of the process from preparing for the call to handling objections to closing the sale and retaining the customer.
Covered Topics:
•Preparing for the Call
•Developing Effective Listening Skills
•Understanding your Customers and Market
•Avoiding the Top Ten Sales Mistakes
•Developing Effective Closing Techniques
•Establishing Strategies and Techniques to Retain Customers
Who Should Attend?
Anyone who has the responsibility of developing business for their financial institution including, but not limited to Commercial Loan Officers, Consumer Loan Officers, Branch Managers, Assistant Branch Managers, and Senior Loan Officers.
ICB Credit: 2.5 CBT, CCSR, CPB Continuing Education Credits
Instructor: Jeffery W. Johnson
Schedule and Registration Information
Choose the delivery type that best suits your needs. Tuition includes textbook (if applicable).
Webinar times are EST. All other class times are local time.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| Webinar | 03/13/12 | Archived Audio CD Recording | $285.00 | Order | |||
| Webinar | 03/13/12 | Archived Six Month On-Demand Recording | $255.00 | Order | |||
| In-House | Any | Submit Request |
