Business Development for All Responsible Parties
Tuesday, July 30, 2019
11:00 am – 12:30 pm Eastern

All financial institutions want a plan in place that ensures growth. Since the caveman bankers lived off of location and credibility, that’s history. This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and to excel at client acquisition. Business development isn't about luck or magic. It's not about being pushy. It's about following a process, it's about having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business.

Sign up those that must support the plan for growth!

What You Will Learn:

Twelve Steps to Elevate Your Effectiveness

1. Know and Exceed What is Expected
2. Overcome Resistance and Other Detours
3. Manage the Impression and Polish the Brand
4. Sharpen Product Knowledge
5. Become the Market Expert
6. Identify Targets
7. Set Goals
8. Build Your Plan
9. Execute Your Plan
10. Use Best Practices for Effective Calls
11. Document Your Effort and Your Results
12. Follow Up; Follow Through

Who Should Attend?   

Branch managers, lenders, business development experts and those responsible for sales training and leading the way for growth.

Speaker:

Honey Shelton

Honey Shelton brings the best of both worlds to her speaking and training engagements. She has 30 plus years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank.

Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.

As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations and has accumulated an impressive client list that includes over 600 banks, credit unions, and other organizations. Globally, she presented a program in the south of France for an international, energy-related firm.

Honey has a coaching practice specializing in helping others pursue professional excellence and is the author of numerous published articles and training manuals. Her first book, Coaching Yourself & Others will be released soon.

Honey continues her personal pursuit of excellence and has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A&M. She is an EverythingDiSC Certified Distributor and Trainer.

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 Coordinator, Lianne Simeone, (614) 610-1877.