A Consistent Client Conversation

Cambria Hotel & Suites/ 5045 Eastpark Blvd. / Madison, WI 53718 9:00am – 4:00pm

Retail banking is competitive – you know that. You want to provide your bankers with the tools to not only win business – but to have a conversation with retail clients that leads to deeper and lasting relationships. This one-day seminar will equip bankers with a framework that takes them from welcoming a client to the office through a conversation that uncovers needs, answers questions, overcomes objections, and sets the stage for starting and maintaining a profitable and mutually beneficial relationship. This interactive workshop allows bankers to practice and refine their skills and techniques in a productive and fun environment. Bankers will come out excited, motivated, and ready to have a conversation much different from the ones they had before.


  • Develop a framework that will establish rapport and build trust with clients on a consistent basis
  • Enhance the ability to ask questions while actively listening
  • Expand questioning techniques to advance the conversation and to both uncover and meet the client needs
  • Respond effectively with faced with customer objections
  • Improve techniques for delivering solutions to clients that meet both current and future needs


Who Should Attend:  Retail bank employees that have responsibilities for and goals connected to client satisfaction, new client relationships, referrals and client retention.

Speaker Jennifer Pieper is a Training and Development professional focused on bringing out the best in people by engaging them in the learning process and making the experience one that is remembered. Jennifer has developed and facilitatied material in areas ranging from sales, customer service, client retention, and systems in both in person and virtual environments. She has also been involved in coaching leaders to bring out the best in their teams. Jennifer as over 20 years of banking experience as a teller, retail banker, and a Senior Facilitator with BMO Financial Group and M&I Bank.

As a certified Myers-Briggs practitioner, Jennifer has worked with teams to help them be more cohesive and ensure business objectives are met. She has facilitated discussions between teams inside organizations to resolve differences and get them moving in the same direction to increase efficiency and effectiveness. Jennifer’s goals are simple: to earn the trust of the organization – to inspire teams to be better than they were before – and to compel people to love to learn!


Register Now

Course / Seminar Type: In-Person Course / Seminar
Course / Seminar Category: Retail Banking, Marketing & Sales Training
Course / Seminar Code:
Course / Seminar Start Date: 04/09/2019
Course / Seminar Price: $350
Course / Seminar Location: Madison