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Business Development for All Responsible Parties
July 30, 2019 @ 10:00 AM - 11:30 AM
All financial institutions want a plan in place that ensures growth. Since the caveman bankers lived off of location and credibility, that’s history. This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and to excel at client acquisition. Business development isn’t about luck or magic. It’s not about being pushy. It’s about following a process, it’s about having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business.
Sign up those that must support the plan for growth!
Twelve Steps to Elevate Your Effectiveness
- Know and Exceed What is Expected
- Overcome Resistance and Other Detours
- Manage the Impression and Polish the Brand
- Sharpen Product Knowledge
- Become the Market Expert
- Identify Targets
- Set Goals
- Build Your Plan
- Execute Your Plan
- Use Best Practices for Effective Calls
- Document Your Effort and Your Results
- Follow Up; Follow Through
Branch managers, lenders and business development experts are obligated to represent the brand of the company, develop a tactic for knowing products and services, setting goals, building a sales performance plan that is well-managed, executed and adjusted in order to obtain the desired results.
Who Should Attend?
Branch managers, lenders, business development experts and those responsible for sales training and leading the way for growth.
Honey Shelton brings 30 years of experience as a training and quality improvement consultant to her speaking and training engagements. Honey works with hundreds of banks, credit unions, and associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Honey is nationally recognized as an outstanding speaker, over half a million bankers have participated in her programs and attended her keynotes. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.