| Sales |
| Supervisory Secrets & Skills |
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Tuesday, May 25th, 2010 This "nuts-and-bolts" workshop is crammed with dozens of "field tested" techniques to put you on the path to supervisory success. |
| Break Out of the Box: Differentiate Your Financial Institution From Everybody Else |
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Thursday, May 6th, 2010 In this webinar, you'll find new approaches to competing as one-of-one, the only market situation aside from being the lowest cost financial institution that generates an attractive return.
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| These People Drive Me Crazy |
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Wednesday, May 5th, 2010 This program will provide you with excellent coaching tactics on dealing with the challenging people issues that frequent the workplace.
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| Maximizing Telephone Effectiveness |
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Tuesday, May 4th, 2010 This webinar will help you to maximize your telephone effectiveness from both a service and sales standpoint. |
| Managing a Financial Institution Branch |
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Wednesday, April 28th, 2010 The how-to approach offers suggestions for branch offices to produce better results.
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| Surviving 2010 - NPA Reduction, Liquidity, and Capital |
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Thursday, April 1st, 2010 Please join us for this look at today's survival techniques. This webinar is designed to address several important concepts. |
| Compliance and Legal Implications with Social Networking and Media |
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Tuesday, March 23rd, 2010 We'll talk about the challenges that should be addressed when considering social media as a customer service tool within your institution, as well as giving you the awareness as to how to handle these issues now and in the future.
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| Achieving Teller Excellence |
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Recorded
Wednesday, March 10th, 2010 This highly motivating workshop continues to evolve as the premier teller workshop. |
| Finding Organic Revenue Growth In 2010-Session 2 |
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Recorded
Thursday, March 4th, 2010 The topic addressed in part two of this two-part series is thinking differently about what a sales culture really is.
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| Finding Organic Revenue Growth In 2010-Session 1 |
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Recorded
Thursday, February 11th, 2010 The topic addressed in part one of this two-part series is thinking differently about business & relationship development.
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| Train the Trainer |
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Recorded
Wednesday, February 10th, 2010 A webinar for professionals expected to succeed at training others.
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| Are Your Marketing & Advertising Efforts in Compliance with New and Existing Standards? |
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Recorded
Tuesday, January 19th, 2010 Determining regulatory and legal requirements when marketing and advertising your institution's products can be a difficult task. This session can help.
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| Best Sales Practices for the Frontline |
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Recorded
Thursday, December 17th, 2009 Aimed at the frontline staff, this program teaches participants how to excel at cross-selling and referrals while making the customer feel cared for.
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| Professional Life Skills: Projecting an Image that Wows |
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Recorded
Thursday, November 5th, 2009 A workshop designed to enhance reputation.
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| Opening New Accounts II |
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Recorded
Thursday, October 1st, 2009 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| These People Drive Me Crazy |
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Recorded
Thursday, September 17th, 2009 This program will provide you with excellent coaching tactics on dealing with the challenging people issues that frequent the workplace.
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| Opening New Accounts I |
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Recorded
Thursday, September 3rd, 2009 Opening New Accounts is a critical process in your financial institution. Make sure your employees have the necessary skills.
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| Are Your Marketing & Advertising Efforts in Compliance with New and Existing Standards? |
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Recorded
Tuesday, August 18th, 2009 Determining regulatory and legal requirements when marketing and advertising your institution's products can be a difficult task. This session can help.
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| Officer Calling: Prospecting, Preparing, & Presentation |
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Recorded
Tuesday, June 2nd, 2009 The course provides practical ideas on enhancing the calling process by focusing on every aspect of the process from preparing for the call to handling objections to closing the sale and retaining the customer.
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| Quality Habits of an Effective Leader |
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Recorded
Thursday, April 16th, 2009 In this fast paced two hour webinar explore what behaviors help you reach the top of effectiveness scale and which might need honing.
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| Frontline Fundamentals |
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Recorded
Thursday, December 11th, 2008 This webinar will heighten awareness, teach techniques and provide information concerning selling, service delivery and compliance follow-through.
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| The Art of Asking Questions: Your Key to Bank & Credit Union Sales -- Part 1 |
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Recorded
Wednesday, December 3rd, 2008 Are your staff members maximizing the relationships with your customers and members? Join nationally recognized financial industry sales expert Teresa Allen as she conducts a two part workshop sure to bring results to your financial institution!
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| Major Performance Factors of Selling |
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Recorded
Thursday, September 11th, 2008 This webinar will help you by focusing on how the major performance factors may be affecting your selling success.
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| New Accounts: Identifying & Meeting Customer Needs |
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Recorded
Wednesday, April 30th, 2008 This program looks at two skills that play a very important part in new account sales process. It will cover how to ask better questions and explain products.
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| Cross Selling & Stewardship |
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Recorded
Thursday, April 24th, 2008 This webinar will teach you how to effectively cross sell by focusing on the client with a stewardship mentality, with their best interests always in mind.
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| Beyond Español - A Financial Institution Employee's Guide to Understanding, Attracting and Keeping Hispanic Customers |
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Recorded
Tuesday, November 27th, 2007 This webinar will teach a financial institution how to capitalize on the growing hispanic market.
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| Prospecting & Getting Referrals |
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Recorded
Wednesday, November 14th, 2007 What better way to get sales leads than with referrals from your current customers? Attend this webinar to get some tips on prospecting and getting referrals.
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| Maximize Your Initial Call |
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Recorded
Wednesday, August 22nd, 2007 In this webinar you will learn how to effectively start the sales process whether it be a call or a face-to-face meeting.
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| BSA & The New Account Interview: CIP & CDD 2007 |
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Recorded
Wednesday, July 18th, 2007 This webinar will show your employees the correct way to conduct a New Account Interview. It will discuss BSA, Customer Identification Programs as well as Customer Due Diligence.
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| Community Leadership for Managers |
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Recorded
Wednesday, September 20th, 2006 This webinar is designed to demonstrate the link between a manager's community leadership activities, long term business development and the development of personal leadership skills.
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| Referrals – Coaching the Skills of Your Staff |
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Recorded
Wednesday, November 2nd, 2005 This 2-hour webinar will provide specific tools and ideas for developing the referral skills of your staff, as well as look at the challenges of motivating them to see referrals as an ongoing part of interacting with customers. |