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FOR BANKS
Banking is a dynamic and multifaceted industry with countless departments and specialties. However, it's not uncommon for even experienced bankers to be unaware of some of the more niche segments.
As the financial landscape evolves, some banks struggle to keep pace. At Card Avenue, we understand this challenge and are dedicated to assisting banks in elevating their sales culture, enhancing their product offerings, streamlining processes, improving customer service, and optimizing operations.
A successful sales culture cannot be established without first assessing the foundation of the bank, including operations, staffing, and processes. We will work with you to identify areas for improvement, implement best practices, and build a stronger, more agile bank. Join us in taking your banking to the next level.
Following are topics to consider when thinking about updating your sales culture:
One Philosophy / Company Culture
Experienced and focused key-people
Solid, consistent leadership and coaching
Synergy, energy, and collaboration in all departments
Product knowledge
Product / Service Offerings
Support / Backup
Up-to-date / Secure systems
CRM (customer relationship management) system
Reporting / Consistent management follow-up
Teams
Incentive plan matching goals and bank philosophy
COI’s (centers of influence)
Well thought out participation in community (focused activities / networking)
Weekly appointment goals for sales team
New client relationships
Client retention
Cross-Sales
Core Deposits / Loans
Client Relationship Management Plan
Communications (internal / external)
Easy, accessible, centralized information
Institutional knowledge
Regular training & product updates
Standardized workflow (implementations & issues tracking)
Understanding SWOT and adjust
Our desire is to help you and your bank move to that next vision of success! Contact us now for your FREE consultation.