Coaching to Support the Sales Process Suite


This suite of three courses and one exercise module* explores best practices for providing successful sales coaching. Completing this suite provides techniques for building your sales team’s skills at every step in the Relationship Sales Process, and supporting them in order to achieve sales goals and meet organizational objectives. Concise, impactful lessons can be applied on the job immediately.

Duration:  Approximately 20 minutes.

Courses:  (only available as a suite)

  • Preparing to Coach
    Guides you through the sales coaching process as a means to build the skills essential to a sales team’s success. Explore the role of a sales coach. Discover ways to develop your team to better support organizational goals.
  • Managing Sales Performance
    Guides you through techniques for improving sales team performance at every step of the Relationship Sales Process. Discover ways to build product and market knowledge, as well as sales and communication skills.
  • Providing Ongoing Support
    Guides you through setting challenging, achievable, and measurable sales goals, both long- and short-term. Uncover way to keep your team motivated towards meeting objectives that support your bank’s success.
  • Coaching to Support the Sales Process – Apply What You’ve Learned
    Practice coaching techniques to help improve performance and contribute towards achieving business goals.

Audience: Managers, Supervisors, Team Leaders of branch and administrative office sales staff, call center staff, tellers, new hires, and anyone who may interact with customers.

This suite applies to the Branch Manager Certificate.

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or
Enroll Online
Member $55
Non-Member $75

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To license this course for multiple learners, contact NYBA Professional Development.