Sales performance maximized

Banking is a professional services business. Branch and business bankers 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


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, and more

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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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