Tag: Role-Playing

How Role-playing Can Help Improve Bank Sales Performance

Improving Bank Sales Performance

We are big proponents of developing a sales process for bank calling officers.  We believe that without a well-defined and implemented sales process, a community bank cannot succeed as a sales organization.  One very effective tool that more bankers should be deploying for their sales process and training is role-playing.  However, few community bankers are doing so, and at a recent bank meeting where we discussed role-playing as a sales tool, we had two bankers (a CEO and a CLO) roll their eyes at us and state that they would not subject their

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