Banking

Every day, opportunities to increase sales and customer bases are missed by advisors, managers, branch staff, field sales, and customer service representatives. They fail to recognize and engage conversations that could lead to new business. In the business development conversations they do lead, they aren’t as successful as they could be in uncovering customer needs, driving demand, and maximizing sales.

The banks that have unlocked these skills in their teams are emerging as leaders. The rest just keep missing opportunities.

If you’re looking to join the ranks of the top-performing banks, we can help. At RAIN Group, we’ve worked with dozens of regional, national, and international banks to help them sell the broadest range of products and services to both consumer and business clients—from advisory services, checking accounts, insurance, and mortgages to wealth management, loan services, commercial lending, and beyond.

Here are a few of the strategies we’ll use to help your bank succeed:

• Improve the business development skills of bankers, relationship managers, and branch staff so they consistently bring in new business—from prospecting and uncovering needs to leading masterful sales conversations and closing new business
• Uncover the hidden growth opportunities in your bank

• Increase cross-selling, upselling, and internal referral generation so your team is selling the full set of the bank’s products and services
• Establish a culture of business development energy and enthusiasm