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.