One retail standard, held in every branch.
Your branches don't need another sales training. They need the executive team, the branch leaders and the frontline running the same standard, every week.
The experience depends on who's at the window. Referrals sit in a drawer. Rate specials do the deposit work. Each branch runs its own way.
Executive team
4 sessionsBranch leaders
4 sessionsFrontline teams
6 sessionsInstalled, not taught.
Every offer runs the same four steps. That's why the behavior is still there in 90 days.
- 1Learn the behavior.One specific behavior, practiced on situations from your own bank.
- 2Commit in writing.Each person writes what they'll do, where and with whom.
- 3Apply it at work.Real customers, real team members, real pressure.
- 4Inspect it weekly.A short weekly check (MMI) makes sure it held. What slipped gets a recovery plan.
When a full retail installation ran at a five-branch community bank, net deposits grew $31M in three months1
1 Client approved public use of the result but not its name. Growth reflects many factors and is not attributed solely to CBI. Past results do not guarantee future outcomes.
From $75,000.
Scoped to your branch count.
One standard at every branch.
Conversations, not rate specials, do the deposit work.
Every quarter without it, deposits walk to the bank with the better rate.