In today’s challenging environment—where RMs are managing large books of increasingly sophisticated clients—commercial banking executives are looking for the best ways to unleash the performance of their sales force. In this session, Joanne Pollitt, Principal Executive Advisor of CEB, now Gartner will share research findings and why banks should invest in customer interaction, supported by process and examples of what banks must improve in customer-RM interaction.
Why are the toughest competitors for a commercial deal sometimes working at the same bank? And how can you ...
Measuring RM Performance: Proving Impact & Dispelling MythsGet the report ››
Having a hard time adjusting to working remotely? Dallas Wells has got you covered. He shares his insight into how bankers can effectively work from home.
Wondering what separates the best relationship managers from the rest? Bank sales training guru Ned Miller provides his list of the habits all top RMs share.
What separates the best commercial relationship managers from the rest? A look at how top RMs deliver tangible value, act as trusted advisors, and find ways to outmaneuver the competition.
How are banks doing in recruiting commercial lenders? Why are incentive plans still an unsolved issue? Discussing the results from the latest Bank Director Annual Compensation Survey.
Why is it that top commercial relationship managers win deal even when they're not offering the lowest rate? Learn the tactics that separate the best RMs from the rest.
Why are the toughest competitors for a commercial deal sometimes working at the same bank? And how can you align your commercial bankers so they're working toward the same goals with each customer?
Commercial banks may talk about being relationship-based in their sales, but are they set up to execute that strategy? And is relationship-based banking a high enough priority?
Relationship banking is a concept that's very important to commercial banks, but are they actually delivering the type of personalization and customer experience their clients expect?
Mikey Trafton, BankOnPurpose 2018 Speaker, joins us to chat about how to attract and hire a rock-solid team. He'll also share what he'll be covering at the BankOnPurpose Conference in 2018.
Carl Coe, EVP of Client Development at PrecisionLender, talks about the difference between training and coaching your sales team, and which method provides the most value.
Your relationship managers' success directly impacts your bank's success. Jim and Dallas discuss how to attract and retain top RM talent at your bank and create a culture that helps them thrive.
Banks face a stiff challenge if they’re going to increase the number of talented, experienced RMs on staff. But the potential rewards are worth the effort.
Jim Young and Dallas Wells discuss why now is the time to cross-sell and how you can do it better.
Lorraine Moore uncovers why creating a culture of accountability is more important than ever before and how leaders can create an environment that encourages accountability.
Jim Young and Dallas Wells discuss what it means to "price by tourniquet" and how the practice can be detrimental to your bank and your customers.
Jim Young and Ned Miller of MZ Bierly Consulting discuss why some experienced bankers are falling short and how they can regain the confidence in selling that they once had.
We've compiled a list of the top 5 articles you need to read to help you become a smarter banker today.
Katharine Briggs sits down with Maria Abbe to share her experience as a leader, both in the work place and in the community, and how women can work towards becoming leaders in their organizations.
We sit down with Katharine Briggs, EVP of Client Success at PrecisionLender, to discuss what you can to to avoid originating bad loans.
Dallas Wells, Chief Success Officer at PrecisionLender, sits down with Jim Young to discuss the positive powers of peer pressure - beginning first with its role in the Montgomery Bus Boycotts.