Awarathon

NOVEMBER 30, 2024

Onboarding lays the groundwork for new hires, especially in the banking sector, by preparing them to handle complex products, compliance requirements, and customer interactions. Traditional methods can be slow, but AI-enabled platforms are revolutionizing sales training for onboarding.

Banking 52

Banking Training Hiring Objections 52

Anthony Cole Training

DECEMBER 16, 2021

According to the Objective Management Group, there are four critical things that separate high-performing banks from others in the industry in terms of their sales and revenue growth.

Banking 185

Banking Groups Objections Revenue 185

Anthony Cole Training

JANUARY 5, 2024

Bank ATMs (Automatic Teller Machines) have been around for a while.According to Investopedia, Barclays Bank of London in 1967 was the first to have an ATM in use. I remember using my first ATM – Jeanie Machine – in Cincinnati in 1979. But the ‘ATMs’ I’m referring to have been around, well a long, long, long time.

Banking 296

Banking Sales Coaching Motivation Training 296

Anthony Cole Training

JUNE 7, 2024

Working with community banks across the country, we understand that now is an important time to have the right people in the right place, asking the right questions, to address the flow of deposits. This presents problems and opportunities for every bank. This presents problems and opportunities for every bank.

Banking 294

Banking Customer Forecasting Retention 294

Highspot

APRIL 9, 2025

In theory, leading a banking and lending sales team should be simple: set the strategy, support your team, and drive growth. From governance and personalization to coaching and measurement, banking sales leaders face no shortage of choices. Rely on training and manual audits. Hold an annual compliance training session.

Banking 52

Banking Face-to-face Government Scale 52

Anthony Cole Training

MAY 10, 2024

In today’s world of banking and insurance, it is increasingly more difficult to get the attention of a prospective buyer after only a few outreach attempts. We are all busier than ever before with multi-media coming from every direction.

Prospecting 320

Prospecting Insurance Insurance Face-to-face 320

Sales and Marketing Management

FEBRUARY 18, 2019

I asked her what was the matter and she said, “For the last 12 years, I have had all my key financial accounts with Bank XYZ – a fund for my daughter’s college education and my mortgage, plus my personal savings and checking accounts. Now, I am in the process of closing each account and transferring them to Bank ABC.

Loyalty 290

Loyalty Airlines Banking Discount 290

No More Cold Calling

SEPTEMBER 6, 2018

However, I wrote to Gerard, who told me that he first heard this nugget of wisdom from Ed Clark, former CEO of TD Bank, but he doubts Clark is the original source. They provide “training,” but training without reinforcement, coaching, accountability, and practice is a waste of time and money. I’m still attempting to reach Clark.

Referrals 320

Referrals Ideal Customer Profile Banking Lead Generation 320

Anthony Cole Training

AUGUST 4, 2022

We work with many community banks and while the commercial side of the bank usually has some “sales chops”, we often hear from leadership that retail bankers are less comfortable with “selling.” Or they may even avoid that word altogether.

Banking 285

Banking Retail Influencer Positioning 285

Anthony Cole Training

MARCH 24, 2023

Prospect : W hy should I do business with you or your bank / company? In part 1, I gave you a sample of how the ‘selling value’ discussions sounds. Here it is again.

Banking 255

Banking Prospecting Company Training 255

Anthony Cole Training

MARCH 17, 2023

Using data from just one of our dozens of community bank clients, this is what we found out about top 25% of the team vs the bottom 25% of the team. From a sales strategy and process perspective, positioning value not only requires a great VALUE PROPOSITION but also supporting Will to Sell, Sales DNA, and Sales Competencies.

Banking 255

Banking Positioning Data Strategy 255

Zoominfo

MARCH 21, 2025

From refining your teams techniques to reinforcing best practices, coaching tools are essential to how modern teams train, grow, and win. Vendor Support : Is onboarding, training, and customer service included? The platform provides tools for content management, training, and buyer engagement.

Sales Coaching 130

Sales Coaching Software Software Coaching 130

SalesFuel

FEBRUARY 16, 2025

If youre a Sales or Training Leader, mastering influence is no longer optionalits essential. About Elaina Zuker Elaina Zuker is President of Elaina Zuker Associates, a management training and consulting firm in Montreal. Is influence about communication skills? Is it manipulation? Is it just about knowing the right people?

Influencer 59

Influencer Webinar Metrics Training Hiring 59

Sales 2.0

MARCH 30, 2014

Subject: @Your Company: Tips for Training Your People. Hi Bruce, Loved the recent tweet from [Your Company] on how to train your people. So when you tell me you’ve worked for “super rich investment bank” and “money flowing all over the place energy company” that does NOT make me think your software would be a perfect fit for us.

Tools 323

Tools Face-to-face Social Selling Banking 323

Steven Rosen

MAY 28, 2014

The researchers at MIT in a 2005 study for the Federal Reserve Bank concluded that : As long as the task involved only mechanical skills, bonuses and rewards work. Train your sales managers to teach them how to be great coaches. Yet the research on motivation and performance is telling us a completely different story.

Motivation 319

Motivation Incentive Incentives Coaching 319

DiscoverOrg Sales

DECEMBER 18, 2018

Bank of America. Unlike UnitedHealth Group, Bank of America is divesting from their money-market fund product, selling off a credit-card business, and responding to multiple costly data privacy issues. For sellers, context is everything. Before we dive in, let’s take a quick look at the most-prospected-to industries. Insurance.

Company 156

Company Prospecting Oracle Transportation 156

Score More Sales

JULY 22, 2014

If I have prospects and customers in the banking industry, I’m going to track banks by name and if I have a geographic territory, by location. Lori speaks, writes, trains, and consults with inside sales teams in mid-sized companies. As you notice trends or learn more about them, you can be of more help to them.

Ideal Customer Profile 234

Ideal Customer Profile Banking Engineering Twitter 234

Awarathon

JULY 30, 2024

Sales training in banking has evolved from static classroom sessions to interactive, AI-driven experiences. Unlike traditional methods, which often lacked personalization and real-time feedback, Conversational AI now offers adaptive training through simulations of real-life customer interactions and instant feedback.

Banking 52

Banking Conversion Training Hiring 52

Anthony Cole Training

AUGUST 25, 2023

Some would say that these are unprecedented times in banking. For a banking leader, it is an important time to have a strong focus on sales team motivation. Here are a few things we would recommend to help your frontline retail banking team continue to grow and deepen current client relationships.

Banking 156

Banking Conversion Retail Motivation 156

Anthony Cole Training

NOVEMBER 10, 2023

Banks and their relationship managers must find ways to leverage technology, improve effectiveness and uncover new ways to differentiate, attract and serve their clients. It is no surprise to any in the business of financial services that the world of selling, finding and building relationships is evolving.

Banking 177

Banking Sales Coaching Coaching Training 177

The Pipeline

DECEMBER 4, 2018

I want my bank to be safer, so the Russians can’t get at my money (they can have my vote); I don’t care how the bank does it, as long as my money is safe. That’s why they ask those great questions that line up so nicely with your brochure and training.

Banking 225

Banking Pipeline Lead Scoring Lead Rank 225

SBI Growth

JANUARY 1, 2013

He has an almost encyclopedic fact bank in his mind on this subject. One intelligent hour on LinkedIn tells the trained analyst that demand for sales reps outstrips supply 6x. Or, inquire about how the catalog quintupled soap sales. If you have a lot of time, ask him how the telephone birthed the modern stock broker.

B2B 308

B2B Hiring Quota Social Selling 308

Partners in Excellence

NOVEMBER 19, 2024

.” Finding and fixing problems was like a scientific challenge, which matched my training as a theoretical physicist. I’d wander the halls of Citicorp and Chase Manhattan bank, talking to people, looking for problems. I proactively sought problems and challenges and worked to solve them.

Revelation 126

Revelation Face-to-face Promotion Banking 126

SBI Growth

FEBRUARY 6, 2013

The bank wants monthly statements on it. Before that I spent a small fortune on sales training. The number. All I ever hear about is the !@#$%^& number. My board asks me about it. The shareholders want me to give guidance on it. The strategic acquirers want to scrub it. My sales force tells me they can’t make it.

Banking 288

Banking Software Software Competition 288

Anthony Cole Training

JANUARY 12, 2024

Many or few, consistent or irregular, planned or impromptu, the sales performance management activities that we, as sales managers, use to motivate, train and hold our sales team accountable are at least partly responsible for the success or lack of success of those we manage.

Motivation 323

Motivation Account Training Sales 323

Anthony Cole Training

JANUARY 26, 2023

This year, we're celebrating a huge milestone- 30 Years of Anthony Cole Training Group. In 1993, Linda and Tony Cole decided to start their own training and development company. In this video, Tony shares 5 things that have helped us grow and serve others in these 30 years.

Groups 290

Groups Video Training Company 290

Awarathon

APRIL 10, 2025

In todays dynamic landscape, Non-Banking Financial Companies (NBFCs) face growing pressure to convert faster, pitch better, and personalize every conversation. Ways Awarathons AI Coach Powers NBFC Sales Success Awarathon is a smart training platform that helps sales teams improve their skills through realistic practice.

Closing 52

Closing Ideal Customer Profile Hiring Banking 52

The Spiff Blog

JANUARY 9, 2024

Sales ramp-up time can be costly, considering how much training and coaching is required to get new reps up to speed. For one, insufficient training won’t create effective salespeople. Are all their training resources accessible in a centralized location? Prioritize interactive training. Eliminate points of friction.

Banking 84

Banking Hiring Churn Compensation 84

Mr. Inside Sales

APRIL 2, 2021

Your customers (and your bank account) will thank you for it! ON DEMAND SALES TRAINING THAT GETS RESULTS! If your team is struggling with call reluctance and is tired of the endless rejection they face, then get instant access to our On Demand training today.

Sales Qualified Lead 231

Sales Qualified Lead Face-to-face Advertising Advertising 231

MTD Sales Training

OCTOBER 17, 2018

Do you prefer to be paid by bank transfer, or issued with a cheque for your salary? MTD Sales Training | Sales Blog | Image courtesy of Big Stock Photo. The post ATTENTION: The New Sales Currency appeared first on MTD Sales Training. How often do you use contactless cards in the supermarket? Happy Selling! Sean McPheat.

Salary 244

Salary Lead Scoring Lead Rank Banking 244

Allego

MARCH 31, 2021

Aur has over 40 years of experience in the financial services industry and more than 33 with First Horizons Advisors , the wealth management division of First Horizons Bank. He has served in a wide range of different roles across retail, commercial, banking management, strategic planning, wealth management, and private client.

Banking 147

Banking Face-to-face Scale Hiring 147

Sales and Marketing Management

SEPTEMBER 16, 2020

Even traditionally person-to-person B2B models like legal services, human resources consulting, and offsite training and team building have embraced various online options. For example, a marketing firm might choose an after-school art program, and a commercial landscaper might find an urban garden food bank.

Trends 333

Trends Marketing Lead Rank Conference 333

MTD Sales Training

JANUARY 17, 2018

Prospect “Well, we have to improve the financial gearing of the company, so we’re making decisions in the short-term that will increase our bank balance”. MTD Sales Training. The post Don’t Interrogate Your Prospect, Use This Approach… appeared first on MTD Sales Training. You “That’s interesting…tell me more”.

Prospecting 169

Prospecting Banking Up-Sell Course 169

The Sales Hunter

JUNE 18, 2019

You can take this to the bank: lazy prospectors quickly turn into broke prospectors. Always use every communication method available. The person who thinks they can rely solely on email, LinkedIn or anything else as their sole method of prospecting is downright lazy. Don’t expect your calls or emails to be returned.

Prospecting 269

Prospecting Networking Banking Video 269

Mr. Inside Sales

SEPTEMBER 2, 2023

We convince ourselves that we will only be at peace, feel secure, or be truly happy when we finally have enough money in the bank, when we’re finally debt free, when we’ve received the promotion at work, or when we’re retired—that’s when we’ll be able to relax and enjoy things. ON DEMAND SALES TRAINING THAT GETS RESULTS!

Face-to-face 44

Face-to-face How To Gatekeeper Decision Maker 44

Sales Hacker Training

APRIL 1, 2025

Not in like the actual training and enablement that the companies I was a part of set me up with, but I learned from just watching and like osmosis and those little like interactions that you see and here and those little anecdotes are, are so important. Today, uh, 42% of our business is banking. Scott Barker: Agreed. It’s.

Scale 71

Scale Microsoft Enterprise Enterprise 71

Partners in Excellence

MAY 2, 2023

A major bank gave me a couple of offers in strategic planning and operations planning. An investment banking organization offered me a role in analyzing companies. I had to go to Manhattan for final interviews with the bank and one of the consulting companies. The training program was intensive and competitive.

Banking 133

Banking Retail Call-back Engineering 133