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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