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In the current environment of scarce deposits and stiff competition for loans, we need a solid plan to build our portfolios. Learn how your bank can differentiate itself by using its credit policy and bank brand to target prospects to best fit its culture. Once we know the target market, what approaches produce the best return, we can calculate your potential success rate. When you meet with a prospect, making a strong impression is key. Let’s talk about how to prepare, what questions to ask, how to ask them, and the goal of the meeting. Don’t forget—managing your existing clients is just as important as bringing in new business. The key is solving your clients’ problems and adding value so they will never consider talking to a competing banker.
Learning Objectives:
Duration: 60-minutes
Who Should Attend: Commercial Lenders, Credit Analyst, Relationship Managers, Branch Managers, Private Bankers, Business Development Officers
Instructor(s): Brad Stevens
Recorded: Jan. 22, 2025.