Create Engaging Conversations in the Branch of the Future

Create Engaging Conversations in the Branch of the Future

Create Engaging Conversations in the Branch of the Future

Thursday, September 17, 2020 
2:30 pm – 3:30 pm Eastern

Despite the surge in digital account access, did you know that 77% of financial customers prefer face-to-face interactions with their bank for specific, more substantive conversations and guidance in making financial decisions? According to this same study, the biggest complaint was unknowledgeable and unprepared staff.

Don’t let this happen at your bank. With the changing behaviors of clients, now more than ever, your RMs and MSRs need to have a proactive process to initiate meaningful conversations with your clients. Anthony Cole Training Group has introduced a new laser focused webinar to help you train your retail bankers to improve their relationship building skills.

Topics Covered:

With the CARE program, participants will learn a 4-step sales approach for your branch personnel following these components:

1. Confident Positioning
2. Assessing Needs
3. Recommending Solutions
4. Expanding Relationships

Who Should Attend?   

Bank RMs & MSRs, Retail LOB Leaders & Training Heads.

Instructor

Jack Kasel

Jack Kasel, Sales Development Expert with Anthony Cole Training Group, has 30+ years’ experience in sales and sales management spanning a host of industries including software, transportation, printing services, insurance and training. During his tenure at FedEx, he oversaw all aspects of regional training prior to being promoted to District Manager. Since joining Anthony Cole Training in 2014, Jack has become one of our community bank specialists, helping our bank clients sell better, coach better and hire better. Jack brings deep experience of feet on the street, practical selling as well as a coaching and training background, to help banks improve their sales results and close their sales opportunity gap.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Total Training Solutions

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Patti Webb, (614) 610-1877.

Registration Options

Live Plus Five – Attend the live event and receive five business days of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live Plus Five (Additional Hookup) – Registering another banker from a different location for Live Plus Five.

OnDemand Recording – Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

CD-ROM – Receive the webinar recording on a CD-ROM 7-10 business days after the Live event or your registration date (whichever is the latter). Receive unlimited access to the OnDemand Playback for 6 months and links to presenter materials and supplementary handouts. This option does not include live session attendance.

Live Plus Six – Attend the live event and receive six months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Premier Package – Includes all three base options. Live attendance, OnDemand Playback for six months, and the CD-ROM.

When
9/17/2020

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