Prospect & Build Relationships Virtually

Virtual business relationships are not new. What is new are the expectations and the tools. Instead of in-person meetings, RMs must now prospect and meet via LinkedIn, Zoom, GoToMeeting, Facebook Live. Technology is consistently providing us with more and better ways to connect. A salesperson today must be adept at searching, asking for, scheduling and delivering effective virtual meetings that also help build relationships. Banking and credit union RMs must up their skills in this area in order to compete effectively.

Covered Topics

  • Become more comfortable with virtual-relationship platforms (social networking), especially LinkedIn for connecting and prospecting
  • Develop and deliver a more compelling call and email approach (including the use of video emails) to increase likelihood of engagement
  • Understand the essential best practices for conducting initial meetings virtually

Who Should Attend?

RMs and MSRs in all lines of business, tellers, LOB leaders, supervisors and training managers.