Bank Sales Training: Ask for the Business/ Close the Deal!

Webinar

Bank Sales Training: Ask for the Business/ Close the Deal!

Aug 19, 2026 | 11:00 am ET • 10:00 am CT | Webinar

In today’s banking environment, simply presenting products and services isn’t enough. You must guide the conversation, build trust, and confidently ask for the business.

This session walks you through the entire sales process, focusing on how to create strong customer experience, navigate objections, and close the deal effectively. You will build essential communication and negotiation skills, learn proven telephone techniques, and explore a practical marketing model you can use right away.

You’ll also dive into the human side of sales, understanding how empathy, ego, and individual needs shape buying decisions, and how to adapt to different personalities, backgrounds, and behavioral styles.

Learning Objectives:

  • Lead sales conversations from first contact to confidently closing the deal

  • Utilize core communication and negotiation skills, including calls and handling objections

  • Improve customer experience by responding to individual needs and behaviors

  • Overcome sales roadblocks and apply real-world examples

  • Understand the human side of selling: empathy, ego, and needs

Duration: 90-minutes

Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $279


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $479


Unlimited Webinar Pass subscription: $0


Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. A webinar on-demand will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • A webinar on-demand purchase cannot be cancelled once the order has been processed and the product is available to use. Webinars on-demand are available for two years from the recorded date.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

For more information, call 800-422-7285 or email [email protected].

Who should attend: Branch Manager/Assistant Branch Manager, Chief Retail Banking/Deposit Officer, Learning & Development/Training, Managers, Supervisors, Business Banking, Cash/Treasury Management, Commercial Lending, Consumer Lending, New Accounts/Personal Banker/Universal Banker, Retail Banking, Teller/Lead Teller/Teller Supervisor

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based.

CPE Credit Hours: 1.5


Continuing Professional Education Credit (CPE) Requirements (if applicable)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email [email protected].


NASBA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

David Osburn

Osburn & Associates, LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.

As such, The Independent Community Bankers of America ("ICBA" or the "Association") has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.

Read Full Policy


Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management's objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.


Recording Disclaimer

Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.


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