Business Development: Getting Out of the Office

Business Development: Getting Out of the Office– Part III of the Branch Manager Bootcamp- 4 part series – Winter 2019 Click here for information on entire series.

Hampton Inn & Suites/891 Plaza Drive/ Schaumburg, IL 60173

Registration begins at 8:30; workshop is from 9:00am – 4:0opm

OBJECTIVE: This session focuses on the relationship building process to identify how to gain the trust of your customer, gain a larger share of wallet, and present solutions that solve your customers’ needs.


  • Introductory Discussion
  • Our Past Calling Successes & Challenges
  • Getting Out of the Office
  • Call Planning
  • Gaining the Appointment
  • The Initial Meeting
  • Listening and Communicating How You Can Help
  • Call Follow-Up
  • The Value Proposition
  • Skills Practice a Customer Call
  • Complete an Action Plan

Training fee: $350.  Includes breakfast, lunch and refreshments and all materials.  Does not include lodging.  Lodging information will be provided in confirmation of enrollment.

Register Now

Course / Seminar Type: In-Person Course / Seminar
Course / Seminar Category: Retail Banking, Marketing & Sales Training
Course / Seminar Code:
Course / Seminar Start Date: 01/30/2019
Course / Seminar Price: $350
Course / Seminar Location: Schaumburg