Banking Business Development: Don’t Just Flirt. Build Lasting Relationships.

Created by Sarah Friedlander Garcia on Apr 28, 2017

Tuesday, May 2, 2017 at Online

Starts at 12:00 PM · Ends at 1:00 PM, PDT (America/Los_Angeles)

  • mweitzel
  • Sarah Friedlander Garcia
  • Paul Hamilton Smith

Whether it’s business or personal, building new, strong relationships takes commitment, focus, and time. How do you balance your current relationships, handle your regulatory and reporting burdens, and establish new banking relationships at the same time?

In this webinar, Banking Business Development: Don’t Just Flirt. Build Lasting Relationships, on Thursday, May 2nd at 2PM EDT, we will show you our ideas for the relationship building process from:

  • Client Acquisition
    • Identifying Ideal Banking Prospects
    • Respectful Persistence
  • Client Onboarding
    • Actively Listening and Learning
  • Deepening Relationships
    • Expand the Client Product Portfolio
    • Enhance Communication Between Business Lines
  • Transparent Results
    • Command and Control the Sales Process
    • Actionable Dashboards
    • Email Reports
    • Active Notifications

You will leave this webinar with a new perspective and approach for developing new banking relationships as well as capitalizing on every sales opportunity.