Focus: Branch staff and small business bankers

Main Messages: Branch staff and small business bankers can be deeply uncomfortable talking to small business owners. The result: missed sales opportunities, recommendations for the wrong products, and unremarkable client experiences. No more…fear prescribes a path—activities that build knowledge and conversational confidence.

Learning Points: Participants learn how to:

• Develop deep knowledge of business challenges or opportunities in one or more business types.
• Recognize and describe application of their bank’s products to address the challenges and opportunities.
• Answer customers’ most likely questions about products or recommendations for change.
• Position themselves and their experience as part of the bank’s solution.
• Structure engaging, productive, efficient conversations with business owners.
• Size businesses up for credit within well-understood parameters for credit applications.

Delivery: Individual team members can read and use the eBook as a “self-guided” development process. Team leaders can lead their team members through the No more… fear process using the eBook and Clarity’s five coaching sessions.