Banking:

Industry Challenges

  • Retaining customers
  • Delivering an enhanced client experience
  • Training associates on the uniqueness and advantages of the bank
  • Bringing the full value proposition of the bank to their clients

Next Level Solutions

Relationship Calls to Clients

Program topics include: Pre-call planning, making contact, addressing concerns to a meeting – all focused on helping financial center associates to make contact with clients to set meetings. The goal being to bring the entire value proposition of the bank to the client and provide them a higher level of service. There is virtual instructor led training that focuses on skill development practice then follow up coaching to reinforce key learnings. Each participant receives a best practices playbook and the client receives performance reporting on a monthly basis to measure success.

Client Contact Center Training

Program topics include: Developing a deeper understanding of client’s goals, delivering advice beyond investing and converting service requests into other opportunities – all focused on helping financial advisors to deliver a world class client experience to retain clients, transition held away assets to the firm and deepen the relationship with the client. There is virtual instructor led training that focuses on skill development practice then follow up coaching to reinforce key learnings. Each participant receives a best practices playbook and the client receives performance reporting on a monthly basis to measure success.

Core Skills for Building and Maintaining Relationships with Prospects and Clients

Program topics include basic sales skills that can serve as foundational training for any line of business. Virtual instructor led training concentrates on three strategic areas:

Business Planning Topics:

1. Planning

2. Goal setting

3. Time management

4. Communicating with influence

5. Value proposition

6. Critical thinking and decision making

Business Development Topics:

1. Networking

2. Overcoming objections to a meeting

3. LinkedIn Strategies

4. Asking for Referrals

5. Forming referral alliances

6. Prospecting in a social situation

7. Warm outreach

Connecting Topics:

1. Building rapport

2. Discovery questioning

3. Listening skills

4. Prioritization conversation

5. Making a recommendation

6. Setting next steps

7. Addressing concerns

Coaching Skills for Managers

Program topics include: Conducting the review and plan meeting, goal setting meetings, skill development training, delivering performance feedback, and sales meetings. One thing we know to be true is that sales people improve when sales managers improve; when you get better, they get better. The Next Level has developed a sales coaching program based on the best practices in working with over 10,000 sales managers over the past 35 years. The program is based on The Next Level’s best-selling sales coaching book (How to Build a Sales Team that Stays, Sells, and Succeeds). Each participant receives a copy of this book.