Tag: Financial Leadership

8 Mistakes That Banks Make During The Sales Process

Improving The Bank Sales Process

Let’s be honest, banks currently struggle turning themselves into sales organization. We know we can improve. The good news is that most bankers really care about the customer and strive to do the best by them. However, when it comes to understanding the sales process, there is much to be desired. Part of the issue is training bankers not to be sales people, but to be true financial advisors.

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