:: Financial Industry: Building Customer Relationships

"Graytrout offers excellent service and they have a lot of experience in the banking industry. We felt it was better to bring in an outsider to do some professionalism training. Our trainer Betty made the training humorous, fun, and she related well to everyone”

Katy Hohman
Director of Marketing
Bank of Madison
Madison, GA

Building Customer Relationships

You invest substantial resources in attracting new customers, so it’s important that each employee maximize their customer contact effectiveness. These workshops incorporate many critical sales-related components that help employees receive the processes, knowledge, skills and tools they need to contribute to the bank’s asset growth.

We customize each solution for your bank’s offering, market conditions, and agenda. All training—conducted at your location—is available in several formats and investment ranges.

Referral Skills
All employees participate in social, recreational and family activities, and all of these offer referral opportunities. This program teaches employees to listen for referral opportunities, recommend your bank, and invite them to visit. This non threatening approach is guaranteed to bring new faces into the lobby where they can be converted into new accounts.

Officer Calling Skills
Your bank officers should be able to make sales calls anywhere – any time, and that’s what this program offers. Using a proven, soft-sell “consultative” call process that matches customer needs with bank solutions, your officers learn a simple sales process along with the skills and tools needed to plan, conduct, and follow up.

Cross Selling Skills
All customer contact situations are opportunities to sell and cross sell. This program provides employees with a proven, needs-based cross sell process, along with required skills and tools. Employees learn to determine customer needs and recommend appropriate bank solutions, not just take orders. It is guaranteed to improve cross sell ratios, and improve core deposit and fee growth.