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// Industries

Bank Business Development Training

Unlock Bank Business Development Success

Each day, opportunities to increase sales, customers, and accounts are missed by bank advisors, managers, branch staff, field sales, and customer service representatives.

It's too easy to slip into transactional and reactionary conversations, simply responding to customer queries instead of leading conversations that uncover customer needs, add value, or drive demand. The banks that have unlocked these skills in their teams are emerging as leaders. The rest just keep missing opportunities.

RAIN Group has worked with regional and international banks and understands the unique challenges facing business developers in the highly-regulated banking industry in the digital era. We’ll work with your customer- and account-facing bankers to uncover the full set of customer needs and teach them to lead value-based conversations that educate, deepen relationships, and convert.
Bank of America
BNY Mellon
Citi
Lombard Odier
Standard Bank
Santander

Business Development Strategies for Banks

Banking is one of the most highly commoditized industries in the world. Customers can choose between regional, national, international, and even digital-only banks, product and service lines are often similar, and it’s easy for customers to shop around for rates.

This puts your team in the critical position of making a great first impression, speaking the customer’s language, and evangelizing for your bank.

At RAIN Group, we’ll work with your bank to improve the business development skills of bankers, relationship managers, and branch staff so they consistently bring in new business, expand existing accounts, and create loyalty and trust with customers.
Differentiation

Differentiation

What really sets your bank apart? Go beyond your interest rates to communicate your customer promise and set your products and services above the rest in a sea of sameness.
Acquire New Customers

Master Sales Conversations

One of the most difficult challenges banks face is acquiring new business. Your team needs to lead exceptional conversations to bring in a predictable flow of new customers.
Cross Sell at Origination

Cross Sell at Origination

Customers frequently approach banks with a specific need in mind. Introduce other products and services earlier in the relationship to increase the number of service lines and customer lifetime value.
Develop Relationships

Develop Relationships

Even in the digital age, people want to know they can trust the bank handling their money. That trust starts with your customer-facing team and ensuring they have the skills to build strong, long-lasting relationships.

Bank Sales Training

Foundations of Consultative Selling

It’s easy for team members to fall into the trap of simply responding to customer requests. Give your branch staff the skills to ask open-ended questions, uncover needs, overcome objections, and speak compellingly about your products and services.
Foundations of Consultative Selling
Foundations of Consultative Selling

Foundations of Consultative Selling

It’s easy for team members to fall into the trap of simply responding to customer requests. Give your branch staff the skills to ask open-ended questions, uncover needs, overcome objections, and speak compellingly about your products and services.
Insight Selling

Insight Selling

Compliance can be tricky in banking, but that doesn’t mean your team should avoid educating customers altogether. Building skills builds confidence. Give your bankers a proven framework for leading with insights, education, and stories in their customer engagements.

Strategic and Key Account Management

Your relationship managers need the skills to identify hidden growth opportunities within accounts. Increase cross-selling, up-selling, and internal referral generation so your team is selling your bank’s full set of products and services.
Strategic and Key Account Management
Strategic and Key Account Management

Strategic and Key Account Management

Your relationship managers need the skills to identify hidden growth opportunities within accounts. Increase cross-selling, up-selling, and internal referral generation so your team is selling your bank’s full set of products and services.
9 Habits of Extreme Productivity

9 Habits of Extreme Productivity

In banking, there are many rabbit holes that can distract team members: new initiatives, new offerings, market sentiment, and customer requests. Train your team to prioritize the activities that will get the biggest return while developing productive habits and maximizing efficiency.

Learn more about our full suite of business development programs to help your team succeed.


Quote

Professionally, there's not much worse than a missed opportunity. With RAIN Selling, you're going to be positioned to seize opportunities.

Jim Bacharach, Vice President, John Hancock

Experience Success Like Our Clients

First Tech Federal Credit Union Creates Additional Engagement to 20% of Key Accounts

First Tech Federal Credit Union serves the world’s leading technology companies and was on a mission to help its account managers switch from a B2C to B2B mindset.

First Tech worked with RAIN Group to deliver a consultative selling workshop to account managers, membership development specialists, and program managers. During the training, participants acquired skills to lead masterful sales conversations, build winning value propositions, uncover customer needs, handle objections, develop a compelling value case, and more.

Just six months after the training, First Tech had one of its best years and witnessed numerous positive results.


First Tech FCU

Results:

  • Select Employer Group growth up 20% vs. 5% the previous year
  • Account Managers created additional access/engagement to about 20% of key accounts they serve

Insights and Resources for Bank Business Development

The Secret to Boosting Credit Union Memberships

CreditUnionTimes

Credit union membership has been on the rise for the last decade. In fact, membership has increased nearly 30% in the last 10 years, according to recent CU Times article by NAFCU’s B. Dan Berger.

However, credit union business development professionals may just be scratching the surface. There are more accounts to win and products and services to sell.


The Secret to Boosting Credit Union Memberships

Transform Your Team with Business Development Training

Learn how we can help your banking team build and execute a plan for business development.


Experience RAIN Group's Training in Action.

Contact Us

Boston:
+1 508-405-0438 +1 508-405-0438
Bogotá:
+57 1-739-5413 +57 1-739-5413
Geneva:
+351 96 23 45 090 +351 96 23 45 090
Johannesburg:
Contact Form
London:
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Mumbai:
+91 8882887733 +91 8882887733
Mexico City:
+52-55-1084-4100 -04 +52-55-1084-4100 -04
Santiago:
+569 77073027 +569 77073027
São Paulo:
+55-11-98472-2470 +55-11-98472-2470
Sydney:
+61 2 8004 2044 +61 2 8004 2044
Toronto:
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