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Banking

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Unlock bank business development success.

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.

Bring in New Business Consistently

Bring in New Business Consistently

One of the most difficult challenges banks face is acquiring new business. We’ll teach your team how to bring in a predictable flow of new customers.

Build a Business Development Culture

Build a Business Development Culture

From managers to customer service associates, you need everyone involved in business development. We’ll establish a culture of business development energy and enthusiasm across your entire organization.

Grow Your Existing Customers

Grow Your Existing Customers

We’ll teach your team to uncover and capitalize on the largely untapped opportunity of growing existing customers, building cross-selling and upselling skills.

Build Lasting Business Development Skills across Your Teams

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

How We're Different

Banking Expertise

Banking Expertise

We’ve improved business development results at regional, national, and international banks. We know the challenges you face and speak your language, teaching branch managers, tellers, and staff how to sell by bringing their valuable advice to buyers.

Research-Based

Research-Based

Our training programs and methodologies are based on our work with financial services companies, along with benchmark research including What Sales Winners Do Differently, Top Performance in Strategic Account Management, and The Top-Performing Sales Organization.

Complete Learning System

Complete Learning System

Training is not our focus. Behavior change is. We offer a complete education system focused on real results including assessments, program customization, and reinforcement—all designed to ensure the learning sticks. Learn more.

"RAIN Group helped us establish a common language and methodology for selling across our organization. Sales training now produces verifiable knowledge of our products, company values, and customer needs. The result has been more effective sales conversations, increased referrals across divisions, and deeper customer relationships."

- EVP, Brand and Strategy, Publicly Traded Bank

2 Great Ways to Learn More

The Future of Consultative Selling

The Future of Consultative Selling

Selling has changed more in the last 10 years than in the previous 40. Learn how to succeed with consultative selling in the new sales environment.

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Contact Us

Learn More about Boosting Bank Business Development

Take the first step to learn how we can help your bank achieve business development energy, action, and growth.

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Representative Clients

BNY Mellon
BMO Capital Markets
Cambridge Savings Bank
Bank of America
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