AIB Sales Coaching in the Bank

AIB - SALES COACHING IN THE BANK

Course Description: 
Sales Coaching in the Bank will help students identify sales coaching opportunities and basic techniques used to incorporate knowledge and skill building into a team's workday routine. Students will learn skills needed to support a team and develop a strategy to support knowledge and skill building for each job function. Students will also examine the common types of goals used in the banking industry and address specific factors to consider when setting goals for a specific team and individual team members. Finally, students will explore how to support team members in reaching their sales goals.

Audience:  Any person responsible for leading a bank's sales team or sales campaign.

Learning Objectives:  After completing this course, students will be able to:

  • Identify their role as a sales coach.

  • Provide techniques and opportunities that will support their sales team.

  • Coach team members based on their individual job functions.

  • Set and support team goals.

Prerequisites:  A basic understanding of the sales process and knowledge of banking and financial products recommended.

Course Credits:  AIB:  0.5; CEU :  0.5

Delivery Methods: This course is available in the following formats:

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