Graytrout Group                             Financial Industry                

Financial Industry Offerings

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

Katy Hohman - Director of Marketing
Bank of Madison, Madison, GA
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More than two decades of financial institution expertise qualifies Graytrout to help you improve asset, fee and core deposit growth through practical and results oriented solutions. We work with financial institutions of all sizes, including state banking associations, community and commercial banks and holding companies, and credit unions. We frequently teach at several banking schools and contribute to several industry publications such as CURTIS 1000’s nationally distributed FIRST newsletter. Graytrout can provide you with the proven processes, skills and resources your employees need to support your corporate performance and relationship initiatives. The solutions outlined below may be customized for your institution’s needs, used as a single event or ongoing program or special project, and available in a variety of investment ranges.

Building Customer Relationships
Bring in and convert more customers:
   
  • Referral Programs    
  • Officer Calling    
  • Cross Selling

    Managing Customer Relationships
    Help employees keep your most valuable asset—your customers:
       
  • Understanding Customer Relationship Expectations    
  • Professionalism in Banking    
  • Effective Negotiation

    Managing Employee Performance
    Ensure employees do their part in helping to reach performance and relationship initiatives:
       
  • Incentive Program Design    
  • Establishing Performance Standards and Appraisals    
  • Officer Call/ Cross Selling Coaching

    Consulting Services
    Let our experience help you drive the results you want:
       
  • Mystery Shopping    
  • Strategic Planning Services    
  • General Process/Performance Issue Consulting    
  • Special Event Topics and Activities

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