Create Engaging Conversations in the Branch of the Future

Despite the surge in digital account access, did you know that 77% of financial customers prefer face-to-face interactions with their bank for specific, more substantive conversations and guidance in making financial decisions? According to this same study, the biggest complaint was unknowledgeable and unprepared staff.

Don’t let this happen at your bank. With the changing behaviors of clients, now more than ever, your RMs and MSRs need to have a proactive process to initiate meaningful conversations with your clients. Anthony Cole Training Group has introduced a new laser focused webinar to help you train your retail bankers to improve their relationship building skills.

Covered Topics

With the CARE program, participants will learn a 4-step sales approach for your branch personnel following these components:

  1. Confident Positioning
  2. Assessing Needs
  3. Recommending Solutions
  4. Expanding Relationships

Who Should Attend?

Bank RMs & MSRs, Retail LOB Leaders & Training Heads.