Our front-line solutions provide the sales and service training needed to improve lead generation, change behaviors, and improve consultative selling to increase sustained performance with results.
Ethical Outbound Calling
Teaches financial services sales professionals working in the retail branch and call center environments how to increase sales results and retention from proactive, consultative telephone contact with clients.
Breakthrough B2B Banking
Develops skills necessary for client acquisitions, relationship management, and retention. The program focuses on sales training skills for the business-to-business sector.
Call Center Relationship Management Lab (Part One)
Teaches call center representatives and their managers consultative selling techniques to effectively assess client needs and provide a warm hand-over to other departments.
Increasing Cross-Sales at New Account Openings (NAOs) with Brand New Customers
(“The NAO Process”)
Teaches participants how to provide consultative selling techniques to increase cross-selling results and company profits.
Proactive Relationship Management Lab for Portfolio Banking
Provides relationship management training to improve bankers’ ability to understand their clients’ needs, goals, and objectives while widening the scope of the relationship.
Proactive Relationship Banking
Teaches sales training techniques to increase profitability by generating referrals, developing new relationships, and providing first-class service to existing clients.
The OneBankism® Prospecting Lab
Introduces behavior change techniques to effectively break down organizational silos to create productive internal partnerships, improve performance, and increase profits.