With the banking marketplace more competitive than ever, a banker’s ability to communicate effectively with customers and prospects is essential to retaining customer relationships and increasing revenue. A key factor in their ability to do their jobs effectively and profitably is their understanding of the customer. By understanding their customer’s needs, bankers are better able to recommend and sell specific product solutions that meet those needs. In addition, by having and using an organized process for communicating with customers, bankers will be more professional in their approach to customers and be better able to service all facets of the relationship.

Selling Skills for the Bank Environment is specifically designed to provide bank employees with the enhanced knowledge and skills necessary for communicating effectively with customers and meeting the competitive challenges in banking today. The two-day program addresses all parts of the the customer development process. After completing the program, employees will be better able to:


  • Understand their role as salespeople
  • Communicate more effectively with customers
  • Identify key customer concerns
  • Connect customer needs with appropriate bank products and services
  • Present relevant features and benefits of bank products to customers
  • Address customer concerns, objections, and resistance
  • Complete the sale
  • Provide ongoing service
  • Enable attendees to take away practical examples of just how to make a difference to sales performance in their bank
  • Appreciate the emerging trends within retail banking impacting front line marketing and sales activities
  • Learn what the priorities are for the leading players in 2016 to deliver improved sales success
  • Learn about growing revenue through better/ innovative sales techniques
  • Understand what customers are really seeking from their bank in order to achieve higher sales performance by delivering to those needs.
  • Communication challenges in the social media age


  • Relationship Managers
  • Wealth Managers
  • Sales Staff
  • Marketing Staff
  • Senior Managers
  • Alternative Distribution Managers

  • Regional Managers
  • Area Managers
  • Sales Managers
  • Relationship Managers
  • Branch Managers
  • General Managers

“The training was very well organized. The content was very relevant to my role. The interactive discussion was encouraged and the trainer was also very knowledgeable of the subject matter. I would recommend this training to all who are involved at some stage of retail banking product development.”
“I would like to recommend the marketing teams as well for this training. It was indeed a time well spent and a memorable experience.”
“It was an extraordinary training methodology and a multidisciplinary approach, as well as a clear and strong content structure that focused on core Retail banking. The training methodology helped participants to realize a deeper knowledge of Product Management and Development.”

Our Upcoming Trainings

SME Banking Masterclass
SME Banking Masterclass
Asset & Liability Management
Asset & Liability Management
Digital Banking Leadership
Digital Banking Leadership
Product Management and Development for Retail Banks
Product Management and Development for Retail Banks

Our Happy Clients