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Course Details

Successful Sales Strategies for Lenders

Webinar: ID# 1000821
Date: Recorded
About This Course:
Bankers once lived off of location and credibility. That's history.

This webinar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and client acquisition. Business development isn't about luck or magic.

It's not about being pushy. It's about following a process, it's about having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business.What You'll Learn:During this training session, bankers will learn how to seek out new business as well as retain and expand existing business. Specifically, you will learn:

Eleven Steps to Elevate Your Effectiveness:
  1. Know and Exceed What is Expected
  2. Manage the Impression
  3. Overcome Obstacles
  4. Sharpen Product Knowledge
  5. Identify Targets
  6. Set Goals
  7. Build Your Plan
  8. Execute Your Plan
  9. Use Best Practices for Effective Calls
  10. Document Your Effort and Your Results
  11. Follow Up; Follow Through

The lender is obligated to represent the brand of the company, develop a tactic for knowing products and services, setting goals, building a sales performance plan that is well-managed, executed and adjusted in order to obtain the desired results.
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Successful Sales Strategies for Lenders
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