Big Picture Conversations

What I learned in this program will greatly improve my conversations and ability to help my business members. This gave me a new way to approach business owners and will help me develop deeper relationships.

This session will allow our Retail partners to be more prepared, thereby increasing the quality and quantity of business referrals.

I feel more confident to be able to ask open-ended questions that will help me get to know the business and owner without jumping to product. I think this training filled in a lot of gaps since most of our trainings have been product focused.

Big Picture Conversations will allow me to gain a better understanding of my customers' businesses which will in turn help the customers' confidence level with me and my team.

Talking Business with Small Business®

Talking Business with Small Business® was one of the best training sessions I have attended in a very long time. The format, pace and content of the training was excellent and as a result of my participation, I feel I am much better prepared to conduct successful and mutually beneficial sales calls.

To realize that there is so much more I could be asking my customers is really eye-opening. And seeing that just simple decisions that business owners make can affect so much down the road. Being in the shoes of the business owner instead of the banker is key to understanding what business deal with.

I loved it, it helped me get into a business owner mindset rather than banker and see what can affect a business. I learned that that high sales do not always correlate to great cash flow and that business owners could use our help at looking at things holistically, providing that outside perspective and expertise can go a long way in making or breaking a business.

I have been in banking for 20 years but new to business calling. This has been the most beneficial training that I have taken during that time. A great mix of fun, learning, hands on, and peer to peer interaction.

Conversations with Clients™

The most valuable thing this week for me was the reminder to keep my interactions with customers as full and holistic as possible. The tendency is to jump to immediate need, sometimes without having the entire picture. Listening and understanding what the customers needs and goals as specific to their life is important to be able to help them achieve the best possible financial wellness.

I really enjoyed learning ways to not look at customer's situations with so much of a "tunnel vision" concept. I will utilize what I've learned to gather the bigger picture. I look forward to implementing these tools into my customer service arsenal to give it a fresh approach.