Banking Relationship Goals: Turning Everyday Interactions into Lasting Loyalty
Banking Relationship Goals: Turning Everyday Interactions into Lasting Loyalty
Empower your frontline team to serve with heart and sell with purpose. In today’s banking environment, every interaction, even those rooted in routine service, offers a chance to deepen relationships and drive meaningful outcomes. Through our Service to Sales training model learn how to seamlessly transform service conversations into value-driven sales opportunities that strengthen loyalty and improve results.
Join Pinnacle’s head trainer Matt Turner as he walks through how to shift the mindset of your staff from passive service providers to proactive relationship builders. In this 60-minute webinar, participants will learn how to:
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Why a Service-to-Sales Philosophy Matters
Explore the cultural shift behind Service to Sales and see real evidence of its impact on accountholder experience and organizational performance. -
Building Employee Confidence and Consistency
Get a high-level look at the Service to Sales process and how it empowers employees. -
Sustaining Change Through Measurement and Accountability
Learn how frontline sales training, paired with Mystery Shopping insights, reinforces daily coaching and drives long-term success. -
Elevating the Experience Beyond Service to Sales
Discover what comes next once the foundation is in place, and how to advance your organization’s service experience to the next level.
Register Today
February 26 at 2:00 PM Eastern
Set your time zone when you register. The recording of the webinar will be shared with everyone who registers, even if you cannot attend.