turn Your bankers into true consultative sales professionals

teams the academy is designed for:

  • Business Banking

  • Commercial & Corporate Banking

  • Retail Banking

  • Treasury Management & Payments

  • Specialty Banking & Niche Segments

  • Mortgage Teams

  • Life Insurance Teams

Problem:

Your teams likely don’t leave your training knowing how to sell as true relationship bankers, which means they are leaving opportunity on the table. There are a ton of options when it comes to training your sales teams, but most will try to force you to use methodologies that won’t work with your clients.

Solution:

We provide completely customized training programs for each client, partnering with you to learn about your world and turn your salespeople into true consultative sales masters with frameworks they can actually use every day. This ensures that how your bankers sell resonates effectively with your clients.

Differentiator:

Our facilitators are not just world class trainers, they are also top performers too. Having been recognized as global top producers in leading consultative sales organizations, they will provide a training experience unlike any you have ever seen.

Credibility:

We’ve been fortunate to develop sales training programs for dozens of organizations. Our facilitators have worked with companies like BankUnited, TD, Webster Bank, and many more.

what you get

We partner with you to learn the nuances of your business and build training programs specifically designed to help your bankers hit their goals.

Whether it’s driving increases in growth deposits, loans, or other products and services, we will arm your teams with the skills, action plans, and accountability methods to win.

  • Our training programs are built specifically for each client. We start each engagement with deep diligence to spend time with your teams, learn about your environment, and then mold our world class consultative sales techniques to fit seamlessly into how your teams operate.

    We customize the learning agenda and build the exact content your teams need to have the highest impact on their development.

  • Pattern recognition is critical to ensure the techniques developed in the training stick with your teams. Once our training is complete, we provide ongoing support to increase repetitions and reinforce the training, ensuring your teams elevate the way they execute day to day. It’s critical for any training to have this support otherwise learners will go back to executing how they did before the training.

  • As your teams are applying these techniques and building confidence in execution, we culminate each training experience with a certification process where your teams prove their developed skillset and improved ability to execute.

This is the process we go through together:

  1. Kickoff & Logistics: We start by aligning communication cadences, key milestone moments, and calendar appropriately to ensure we are all marching in the same direction.

  2. Due Diligence: It’s critical to learn as much as we can about how your team operates today to determine what needs to be developed and implemented to hit your goals.

  3. Content Development: We align the learning agenda and begin the process of building and customizing the training program and materials.

  4. Content Review & Signoff: Before the program goes live, we review in depth with key stakeholders to ensure 100% satisfaction with the content. Any tweaks are made prior to final signoff.

  5. Facilitation: A world class training experience is provided to maximize retention of the techniques that will yield real results for you and your teams. This will be unlike any training you have ever been a part of.

  6. Ongoing Support: Following the training, our facilitator will continue to partner with your team members over a series of session to refresh the core concepts of the training, collaborate on sticking points, and ensure accountability to execution of the frameworks.

  7. Certification: To officially certify your team, we work through a certification process that includes examination as well as proof of real world application of the teachings of the program.

HOW IT WORKS

Sample training topics:

Below are sample topics that have been built into other client training programs. We can partner together to build the exact training program needed to help take your team to the next level.

Consultative Selling

Define the mindset of consultative selling and establish that mentality when looking through every interaction.

Prospecting

Equip your bankers with proven techniques to identify and engage potential clients effectively.

Effective Preparation

Focusing on research techniques, goal setting, and pre-call planning to ensure bankers enter every conversation with a strategic approach.

Building credibility

Build trust through frameworks that help bankers to establish credibility with authentic communication, expertise demonstration, and professionalism.

storytelling

Develop the skillset of crafting and delivering compelling stories that help the client envision themselves in scenarios that drive positive outcomes.

Discovering opportunities

Dive deep into effective discovery techniques. Learn how to ask powerful questions, actively listen, and uncover hidden client needs.

overcoming objections

Provide your bankers strategies for anticipating, addressing, and reframing objections in a way that builds trust and moves conversations forward.

solving the value equation

Help your bankers to effectively position products in accordance with what the clients find most valuable.

closing techniques

Develop consultative closing techniques that feel natural and client-centric, often enabling the clients to close themselves and ask for next steps.

Some Companies We’ve Worked With

CSA Client Feedback

  • “Honestly I was impressed from the first interaction; leading to us choosing CSA over 2 other vendors; and you did not disappoint.”

    Ian, Managing Director Consumer & Small Business Banking, EVP

  • “I have been a banker for 40 years and quite frankly rolled my eyes at having to attend yet another sales training. So happy to say I was WRONG! Clearly you can teach an old dog new tricks. The training and in particular Joel is phenomenal. Simply phenomenal.”

    Lisa, VP Market Leader

  • “In my 25+ years in banking, this was by far the best training experience I have seen. The feedback from my team was so positive and all felt they would be able to put this information to use immediately which in my opinion is the best part.”

    Amy, EVP Retail Executive

  • "Joel’s ability to connect with each producer individually truly sets him apart from other trainers. Joel commanded the room and got 100% engagement very quickly which was also very impressive to me."

    Pam, EVP Retail Executive

  • “This has been a great experience start to finish working with CSA. The team was very engaged these past 2 days. Joel is a strong overall presenter and trainer that has a strong presence and was able to keep the team very engaged and active throughout the entire session.”

    Craig, Managing Director Commercial Banking, EVP

  • “The weekly collaboration was valuable, and the ability of the CSA team to pivot when asked demonstrated great listening skills and respect for the client. The content is well organized and 'spot on.' The audience's engagement was obvious.”

    Cheri, Learning & Development Manager

JOIN DOZENS OF LEADING BANKS

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Want to explore what a training program built just for you could look like?

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