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DTSTART;TZID=America/New_York:20251113T000000
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UID:3678-1762992000-1763683199@ncbankers.org
SUMMARY:Branch Manager Bootcamp: Business Development (11/13 or 11/20)
DESCRIPTION:Objective: This session focuses on the relationship building process to identify how to gain the trust of your client\, gain a larger share of wallet\, and present solutions that solve your clients’ needs.\nKey Skill Transfers/Takeaways: \nMastering pre-call planning.\nLearning to call virtually or in-person on the right (most profitable) clients and prospects.\nBuilding relationships with productive referral sources. \nProgram Agenda: \nIntroductory Discussion: Our Role in Growing the Branch\nOur Past Calling Successes & Challenges \nThe Value Proposition \nCall Planning on Our Most Profitable Clients\nGaining the Virtual or In-Person Appointment\nPlanning for a Quality Encounter \nDetermining Lead Officers and Call (Individual or Joint) Strategy\nPlan What to Have With You during the Call\nPlan Bridging and Introductory Comments \nThe Initial Meeting\nListening and Communicating How You Can Help\nMaking a Recommendation and Asking for the Business\nEarning Referrals\nCall Follow-Up\nExpand Your Notes to Capture the Call\nCalendar Follow Up Activities\nAssess the Call\nDiscussing an Upcoming Client Call\nDiscussing Challenges & Opportunities\nComplete an Action Plan for Skills Transfer back to the Job\nTOOLKIT: Forms for use back on the job \nAbout the Presenter:\nJennie Mitchell is Owner and CEO of Focused Results\, a sales and marketing strategy\, consulting\, and training firm concentrating on results-driven process consulting and training experience in community banks and other financial institutions. An expert in designing and implementing sales efforts and processes\, she designs solutions to drive top line growth through better utilization and training of existing sales forces\, including sales management. \nJennie is a graduate of Indiana University and has a certificate in consulting services from Ball State University. Prior to joining Focused Results\, she was Director of Sales and Marketing for a $3 billion bank holding company\, Sales Manager for a high-performing mid-level Indianapolis bank\, and Director of Corporate Training for a large Midwest insurance company. A charismatic speaker and consultant\, Jennie consults with numerous financial service organizations on revenue\, sales\, sales leadership\, and organizational performance.
URL:https://ncbankers.org/event/branch-manager-bootcamp-business-development-11-13-or-11-20/
CATEGORIES:Branch Managers
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