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.
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.
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.
We’ll teach your team to uncover and capitalize on the largely untapped opportunity of growing existing customers, building cross-selling and upselling skills.
Here are a few of the strategies we’ll use to help your bank succeed:
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.
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.
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.