The Conversation Skills curriculum bridges the gap between the credit need and the sale - allowing bankers to engage customers in collaborative conversations to discover and address all needs; and, develop profitable long-term relationships.
Our retail conversation courses provide bank staff critical skills necessary to generate effective referrals, expand customer relationships, and build positive customer experiences. These courses are ideal for roles such as personal bankers, sales and service associates, branch managers, tellers and your retail management team.
Our commercial conversations courses provide staff with skills needed to build strong relationships and hold focused, targeted conversations with business clients. These courses are ideal for roles such as relationship managers, commercial lenders, risk underwriters, branch managers, and small business bankers.