marcus evans north america conferences

Sales Force Dynamics for Banks

Developing new strategies and insights in strengthening the sales force towards greater efficiency and productivity for profitable growth

27-28 Jun 2019
NBC TOWER | Chicago, IL, United States of America

Why You Should Attend

Sales Force Dynamics for Banks

Is it time to transform the sales force dynamics at banks and financial institutions in order to retain existing customers and gain new generation of loyal clients? An integrated sales process, enhanced banking experience and better tools are the answer. This course is tailored to equip you with the understanding to effectively rise above the sales force challenges today and tomorrow.  This course will equip your sales team with the skills and mindset to successfully bridge the value gap and become a trusted business advisor to your customers. Further, attendees will focus on new ways for financial leaders to guide future income and profitable sales targets at banks.

Key Topics

  • Why Have a System?
  • Improving your B-A-T-ting Average (Behavior, Attitude, Technique)
  • Up_Front Contracts
  • The Decision-Making Process Step - Order Matters!
  • Fulfillment and Post-Sale
  • Previous Attendees Include

    American Express, Bank of America, Regions Financial, BNY Mellon, KeyCorp, Merrill Lynch, BankUnited, Credit Suisse, HSBC USA, Bank United - N.A., BBVA Compass, Cadence Bank, Capital One, Citi Global Transaction Services, Everbank, FDIC, GE Capital Bank, Home Trust Company, M&T Bank, Sovereign, State Street Financial, Deutsche Bank, HSBC, MasterCard, Metlife, Northern Trust, PNC Bank, SunTrust Bank, TD Bank, Texas Capital Bank, UMB Financial Corp, JP Morgan Chase & Co., Wells Fargo

    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Practical Insights From

    Amanda Fisher
    Director of Leadership & Sales Management & Mastery
    Sandler Training Trustpointe. Amanda brings over 15 years experience in leading people, projects, divisions and company initiatives across multiple industries, with about 10 years in the banking industry. Amanda is hired to improve organizations of all sizes, high performers in all roles, across an array of industries to a new level of performance. Amanda has focused her efforts on maximizing opportunities with one guiding principle: original thinking. She firmly believes the key to success is found in helping people connect intentions to behaviors. In her current role as a Sales Management/Sales Coach, Amanda teaches participants to take control of the selling process, enjoy the art of sales and management, and find joy in the service of providing value to others.

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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Emily Jones

    marcusevans, The NBC Tower
    455 N. Cityfront Plaza Dr.
    Chicago, IL 60611

    312.540.3000 x6714
    Fax: 312.894.6304