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FALL RIVER CREDIT UNION Fall River selected IBT to create a retail-oriented branch that offers the convenience of an additional location to existing members and welcomes prospective members. |
Training
First class training designed to deliver first class results. IBT's training programs were developed to support your organization as you grow, helping you address the evolution of your organizational culture and achieve your sales and service goals. Our face-to-face, hands-on training programs draw on real-world experiences in the retail industry that are informative, engaging and motivating. IBT's core training classes, which can be enhanced or expanded as part of a tailored program for your organization, include:
This face-to-face, hands-on two-day program draws on real-world experiences in the retail industry that are informative, self-motivating and engaging. With one day spent within the safe zone of the classroom and the second day spent engaged live in your retail world, be that in (traditional) or an in-store financial center. The IBT Team takes your team through:
Telemarketing, telesales, cold calling, warm calling, or the preverbal “checking in” call, whatever you want to name it, the professional use of the phone in educating the customer about their options is a process, not a goofy technique or gimmick. It is at a minimum a fiduciary responsibility to educate the customer about opportunities they may not be aware of, or be searching for outside of your organization. In this workshop, we will travel through every step of the professional outbound calling process, sharing proven techniques and tools to improve your likelihood to success.
MAKING SMALL BUSINESS BIG Audience – Branches with small business goals The objective of this program is to identify desirable small business prospects and develop a communication strategy to make a successful contact and complete a first appointment. The IBT Team will take the participants through the following:
Participants will walk away with a plan of action developed and ready for implementation. |
"In-store branching has allowed Flagstar to bring our services directly to our customers as part of their daily routines. IBT helped us understand how to maximize in-store branching in a way that improves our customer service and recruits new customers who favor a convenient, full-service location."
Bev Carter Additional Resources
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