Watch a Recorded Panel from the Experts of Bank Training & Sales Evaluation!

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Your clients are seeking relationships and value from their financial partners. Make sure it is your bank that delivers.

The data verifies that for consumer clients, 15% of all relationships drive 75% of deposits and 50% of revenue. Additionally, business relationships with treasury management and the primary operating account will have three times the return on capital as a standalone loan. You know the bankers in your group who are skilled at identifying primary relationships and properly leveraging them. What are those lenders and RMs doing differently than others? 

Watch Now!

Based on recent data analysis from sales evaluation expert, Objective Management Group, most bankers are lagging in these specific skills needed to be successful:

  • Bankers lag in the critical Will to Sell Competencies to other sellers by 32%
  • The share of Bankers who follow a Sales Process, a keystone to success, is 70% worse than salespeople in other industries
  • When evaluated, the share of Bankers weak in Consultative Selling Competency, critical to helping their clients, is 31% worse than other industries

Banks have a great opportunity to drive increased engagement and expand relationships with the right people skilled at these relational, not transactional selling skills.  Join Anthony Cole Training Group’s founder, Tony Cole, along with Objective Management Group’s CEO Ben Tagoe and Bank Midwest’s Chief Sales Officer Juhl Erickson for this panel discussion about how banks are using performance data for hiring and developing their people.


Learn more about ACTG

Helping companies Sell Better, Coach Better, and Hire Better
for almost 30 years.