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7 Habits of High-Performing Bankers

Many bankers did not get into the business with the understanding that they would need to sell but in today’s highly competitive environment, they must! Alex will share 7 key areas to help professionals focus and improve skills for building long-term relationships.

Upcoming
Beginner Friendly
DATE

Monday, March 2, 2026
2:30 pm - 3:30 pm

INSTRUCTOR

Alex Cole-Murphy

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Commercial/Business Lending
  • Deposit
  • Deposit Accounts
  • Lending
  • Management/Employee Development
  • Mortgage Lending
  • Sales
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Loan Closer
  • Mortgage Lender
  • New Accounts Representative
  • Private Banker
  • Small Business Lender
  • Training Manager
  • Trainer

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There are consistent behaviors and habits that successful professionals use day in and day out, year after year to achieve their goals. In fact, research validates that top tier financial professionals follow a mile-stone-centric sales process that helps drive their behaviors, habits and results. Many financial professionals did not get into the business with the understanding that they would need to sell but in today’s highly competitive environment, they must! Alex will share 7 key areas to help professionals focus and improve skills for building long-term relationships.

What You'll Learn

In this powerful sales workshop, participants will learn:

  • Why prospecting is an “A” priority
  • How to build the formula for sales success
  • How to be unique – don’t sound like every other professional
  • How to set qualified appointments – it starts with the first phone call
  • How to eliminate the shoppers – how to improve qualifying skills
  • How to close key accounts faster – close more business, more quickly
  • How to ‘track’ the path to close more business

Who Should Attend

CEOs, Presidents, HR Directors, Sales Directors, LOB Leaders & Training Heads.

Alex Cole-Murphy

Instructor Bio

Alex’s experience in recruiting and HR for a national firm make her a great asset. She joined ACTG in 2016, and now focuses on the creation and design of all of our sales and sales management training materials, She also works with community banks delivering sales training to help them find and build relationships and increase sales revenue. You will often see her on the company website videos or within our online learning modules as Alex has become our marketing voice. Alex is also one of our community bank specialists, helping our bank clients sell, coach and hire better.

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