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Bill Walton Sales Training provides custom training and “just add water” programs that support the banker/prospect interaction. There is no fluff – they're grounded in what lenders need and deal with daily – a time-sensitive process to acquire more clients.
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Download the details of all of our Banking training programs.
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Banking Training Programs
Institutional Value Creation: Workshop for Relationship Managers and those who support them
BWST supports relationship management teams with training that helps them add value to their most important stakeholders. What’s included is more than just sales training. It’s a combination of business acumen, a value proposition that resonates, and an ability to trade on role- and industry-specific insights that help banking clients make their best decisions. Deliveries are tailored to your specific industry segment and feature an in depth case study.
Team Selling Workshop™: More Than Just Bankers
More and more contracts are going to RFP. You may only have one chance to present the full capabilities of your firm. This program gets bankers and subject matter expert teams to harmonize on message and present a synchronized presentation according to an established agenda. Program involves stakeholder profiling and case study.
Telling Your Story: Value Prop Mixology
Prospects respond to how a banker describes situations they can personally relate to. This program helps bankers state why their clients work with them, and why specifically the prospect would be interested. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
A Giving Hand is Always Full™: A Roadmap to Lasting COI Relationships
Centers of Influence want what you want – more business. But what COIs want from bankers and their partners can be something entirely different. This program addresses the common categories of COIs, their sources of value, and specific relationship building tactics bankers can adopt to attract them. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Taking the Stress out of Asking for the Business
Closing effectiveness is declining. Bill Walton Sales Training’s recent survey of sales managers revealed that nearly 90% of opportunities are not closing as forecasted. Bankers will learn to present solutions with context– using the spoken words of prospects to ask for the business. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Personal Effectiveness: A Financial Professional’s Time Survival Kit™
With the pressures of existing clients and the requirements of their respective branch, not all bankers have the bandwidth to seize all opportunity all of the time. In this tools-driven program, banking professionals learn to create their Perfect Week, to adopt a time-slot strategy for their outreach, and to take a “Big 6” approach to what’s realistic to accomplish in one business day. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
BWST supports relationship management teams with training that helps them add value to their most important stakeholders. What’s included is more than just sales training. It’s a combination of business acumen, a value proposition that resonates, and an ability to trade on role- and industry-specific insights that help banking clients make their best decisions. Deliveries are tailored to your specific industry segment and feature an in depth case study.
Team Selling Workshop™: More Than Just Bankers
More and more contracts are going to RFP. You may only have one chance to present the full capabilities of your firm. This program gets bankers and subject matter expert teams to harmonize on message and present a synchronized presentation according to an established agenda. Program involves stakeholder profiling and case study.
Telling Your Story: Value Prop Mixology
Prospects respond to how a banker describes situations they can personally relate to. This program helps bankers state why their clients work with them, and why specifically the prospect would be interested. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
A Giving Hand is Always Full™: A Roadmap to Lasting COI Relationships
Centers of Influence want what you want – more business. But what COIs want from bankers and their partners can be something entirely different. This program addresses the common categories of COIs, their sources of value, and specific relationship building tactics bankers can adopt to attract them. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Taking the Stress out of Asking for the Business
Closing effectiveness is declining. Bill Walton Sales Training’s recent survey of sales managers revealed that nearly 90% of opportunities are not closing as forecasted. Bankers will learn to present solutions with context– using the spoken words of prospects to ask for the business. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.
Personal Effectiveness: A Financial Professional’s Time Survival Kit™
With the pressures of existing clients and the requirements of their respective branch, not all bankers have the bandwidth to seize all opportunity all of the time. In this tools-driven program, banking professionals learn to create their Perfect Week, to adopt a time-slot strategy for their outreach, and to take a “Big 6” approach to what’s realistic to accomplish in one business day. Delivered in a 2-hour online and 4-hour face-to-face workshop setting.