Your Branch Talent has Never Been More Important

Does Your Bank or Credit Union Need a Better, Consistent Sales Process?

Do your front line branch service and sales reps need to get better at asking the right questions and uncovering financial needs and goals? Research has proven that 77% of customers prefer face-to-face interactions with their bank for specific, more substantive conversations and guidance in making financial decisions. Are your branch personnel ready?

We can help with our Retail Engaging Conversations Skills Training based on our proprietary CARE program illustrated below.

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