The Five Bank Sales Building Blocks for Every Relationship Manager

Recently, we were posed with a significant client challenge that caused us to rethink everything. We were asked to reduce our hundreds of pages of sales materials, tools, forms and resources to just a simple 5-point list of imperative building blocks. Thus was born this book. This book represents the best process, proven to produce predictable sales results for bankers. And it’s really quite simple. Of course, there is more behind each principle outlined in this book, yet implementing just the ideas in this book, along with the occasional refresher, can dramatically impact your sales results. This book has two sections: one for Relationship Managers, and one section for Sales Managers. Optimal results will be obtained with the synergy gained from utilizing both sections concurrently, essentially getting everyone on the same page.