Banks and credit unions
Your branch managers talk with business owners every day.
So…what do they learn (beyond dogs and kids)?
Clarity Advantage develops branch managers' knowledge, skills, and confidence to engage business owners in valuable conversations and build deeper, more profitable relationships.
Close the gap between what you expect your branch managers to do—and what you've prepared them to do.
Train your bankers with knowledge, skills, and a process to…
...feel confident talking to business owners
Big Picture Conversations®
... explore business cash flow and full relationships
Talking Business with Small Business®
... develop consumer relationships with owners and employees
Conversations with Clients
Be the bank business owners
seek, stay with, and recommend.
We train bankers to guide valued business customers and prospects toward their goals by:
- Understanding businesses from their owners’ perspectives
- Coaching owners about good financial practices
- Leveraging banks’ broad capabilities
Our training fits into your sales process – front end, middle, and back end. We’re about filling gaps, like industry knowledge, conversation acumen, and guiding questions.
Three Steps to Develop Your Team:
1
Schedule a Call
Tell us about your vision and goals.
2
Work with us to design your training
Clarify results to be achieved
Match training to your culture and goals
Strengthen manager coaching
3
Train and Sustain
Partner with us for training
Watch your revenue increase
Enjoy your clients’ satisfaction
FREE DOWNLOAD
“Small Business Readiness Checklist for Training”
Five articles and premium action check list
What Clarity brings to the table.
We don’t care just about training.
We care about you and your managers’ abilities to lead and coach.
We care about your team members’ confidence, knowledge, and skills to develop and retain profitable customers.
- Over 30,000 bankers trained since 1981.
- Over 100 articles on small business and business banking.
- 1000 articles and videos on sales skills and techniques.
- MC of annual Arizent Small Business Banking Conference
- 29 years supporting culture change and sales performance