Training

Sales performance maximized

Banking is a professional services business. Bankers—branch, small business, business banking, commercial, Treasury Management, and others—need consistent, progressive training in business, sales, and coaching, year after year.

Clients engage Clarity custom built and ready-to-use classroom and virtual training for both client-facing bankers and their managers.

See what participants say about our training.

Client-Facing Bankers: Our clients engage Clarity training to help their bankers:

  • Attract more high-quality prospects, faster
  • Establish credibility and develop trust
  • Anticipate and understand clients’ business and personal financial challenges
  • Provide counsel and perspective
  • Work more effectively with internal and external partners
  • Recommend and sell the value of the most appropriate services

To increase bankers’ professional capabilities and confidence, our training integrates critical job elements, including:

  • Business and financial terminology and concepts
  • Cash flow and credit issues and challenges
  • Industry and client knowledge
  • Product knowledge
  • Sales process
  • Diagnostic methods and tools
  • Conversation facilitation skills

Sales Leaders and Coaches: Our management training programs for sales leaders and managers include:

  • Creating effective performance environments
  • Managing sales activities
  • Diagnosing sales team members’ performance challenges
  • Coaching sales process, behaviors, and skills
  • Organizing and leading sales team learning activities
  • Sales management and coaching

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Weekly Sales Thoughts

Nick Miller’s inspired weekly blog full of sales and coaching tips. Smart, funny, engaging.

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We Aren't Selfish

Our Knowledge Center contains articles, videos, webinars on demand, and more

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Clarity Express

Our store features skill-building sales meetings and more for busy sales managers.

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Client Stories

See what we’ve done in some of our engagements and we think you’ll want to join us.

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