MAKE AN APPOINTMENT TO MAKE APPOINTMENTS

Over the years one of the biggest laments I hear from bankers is “how do I find the time to make calls?”  Granted, as a banker in the branch, you have a multitude of tasks to complete on any given day.  However, unless you block out a specific time on your...

DO YOUR HOMEWORK

Preparation is an essential element in making a successful call. If you are calling an existing client make sure you review the entire relationship before picking up the phone. Don’t get caught up pushing product because of some campaign or promotion.  Take a...