BOOST DEPOSIT GROWTH, LOAN VOLUME, AND FEE REVENUE WITH OUR PROVEN CSA HIGH-PERFORMANCE BANKER BLUEPRINT
Customized Training Programs That Transform Your Bankers Into Top-Performing Consultative Sellers – Backed By Real Results And A 100% Satisfaction Guarantee
REQUEST YOUR FREE CONSULTATION NOWTeams The Academy Is Designed For
Business Banking
Commercial & Corporate Banking
Retail Banking
Treasury Management & Payments
Specialty Banking & Niche Segments
Mortgage Teams
Life Insurance Teams
Our Approach
A proven methodology that transforms banking teams into consultative selling experts
The Challenge
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.
Our 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.
What Sets Us Apart
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.
HOW IT WORKS
Kickoff & Logistics
We start by aligning communication cadences, key milestone moments, and calendar appropriately to ensure we are all marching in the same direction.
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.
Content Development
We align the learning agenda and begin the process of building and customizing the training program and materials.
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.
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.
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.
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.
100% SATISFACTION GUARANTEED — OUR PROMISE
Sample Training Topics
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.
Discovering Opportunities
Dive deep into effective discovery techniques. Learn how to ask powerful questions, actively listen, and uncover hidden client needs.
Solving the Value Equation
Help your bankers to effectively position products in accordance with what the clients find most valuable.
Storytelling
Develop the skillset of crafting and delivering compelling stories that help the client envision themselves in scenarios that drive positive outcomes.
Overcoming Objections
Provide your bankers strategies for anticipating, addressing, and reframing objections in a way that builds trust and moves conversations forward.
Closing Techniques
Develop consultative closing techniques that feel natural and client-centric, often enabling the clients to close themselves and ask for next steps.
Success Stories
Loan Volume Growth
Regional bank saw dramatic improvement in loan origination within 6 months of completing our comprehensive training program.
Additional Fee Revenue
Community bank generated significant new revenue through improved cross-selling techniques and consultative approach.
What Our Clients Say
IN DOZENS OF LEADING BANKS
Want to explore what a training program built just for you could look like?
Kindly share your details, and we will reach out to you promptly. We look forward to the opportunity to connect.