Best Sales Practices for the Frontline

Janice Branch


Janice Branch has been a senior training consultant for InterAction Training for twenty years. She is a very seasoned presenter that has all the right stuff to wow her participants about the subject matter. Prior to joining InterAction Training, Janice was the Senior Manager of Training for Consolidated Communications where she managed, designed, coordinated and presented training programs for this multi-state telecommunications company with over 1000 employees.

Whether it is teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization or if it is consulting on problem solving and servant leadership, Janice is the “go-to” person every bank wants to hear from. Participants appreciate her "been there, done that" humor along with her expert ability to facilitate learning.

Janice has obtained a Bachelor of Business Administration with a major in Management from Almeda University and is certified by the University of Houston in Leadership and Management. In addition, Janice has obtained trainer certifications from Achieve Global and Development Dimensions, Inc.

A native Texan she enjoys many pursuits in addition to teaching and learning but none more than being a grandmother and tending to her ten acre home in Montgomery, Texas just north of Houston.

Thursday, December 17th, 2009
10:00 am - 12:00 pm CT
This workshop is designed for financial institutions that are serious about becoming a world-class sales organization. When the customer walks in, drives up, emails, or phones, the organization starts racking up points, for or against, tightening up the relationship.

Aimed at the frontline staff-tellers, customer service representatives, call center personnel, account managers, branch managers-this program teaches participants how to excel at cross-selling and referrals while making the customer feel cared for. Let an ITS trainer teach your bankers how to implement strategies, standards, and training that will help your financial institution raise the bar when it comes to sales.

In order for your institution to have a service advantage in your market your staff must be aware, alert and well-trained about how to get the community talking about the friendly experts at your organization.

What We Will Cover:

  • Know Your Products - Learn Your Customers
  • You Don't Use It - You Will Lose It
  • Know Your Lines - What to Say
  • Timing - Pay Attention to What the Customer is and isn't Saying
  • Take Care of Business - Phone, Email and In-person
  • Join the Hunt for New Business - Bundle, Seek and You Will Find It
  • Listen for Opportunities - Ask GREAT Questions
  • Best Ways to Grow - Referrals and Cross-Selling

Who Should Attend?

All frontline personnel, frontline supervisors, trainers and managers will make excellent use of this program. Any staff person being considered for a frontline position will appreciate the head start.

Sign Up!

On-Demand Recording Only - $255
Unlimited playback & materials only. If you are unable to attend the regularly scheduled event, but are interested in the topic, you can purchase the recorded version. You will receive a web address for online viewing and an audio CD and handouts for offline viewing.


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