Retail Banking Seminar

Create Engaging Conversations in the Branch 

April 20, 2023
9:00 am - 4:00 pm

BankIn Minnesota - SHAZAM Education Center

7900 International Drive, Ste 685 | Bloomington MN, 55425

$495 - BankIn Member

Customer expectations of the banking experience are changing. When they come to the branch, are you prepared to not just solve their immediate issue but also have a meaningful conversation with them? Many customers prefer face-to-face interactions with their bank for guidance in making certain financial decisions. This workshop will help you become more comfortable initiating and preparing for engaging conversations with your clients, for a deeper understanding and relationship potential.


  • Have more meaningful conversations with your clients – both in branch and outbound calling
  • Gain confidence with asking the right questions in a manner you are comfortable with
  • Learn CARE, a 4-step relationship building process including: Confident Positioning, Assessing Needs, Recommending Solutions, Expanding Relationships

Who Should Attend: New Accounts Reps, CSRs, Branch Managers, Lenders and Teams: Ideally a branch manager and new account rep would attend together. 

Presenter:  Jack Kasel, Sales Development Expert with Anthony Cole Training Group. Jack has 30+ years of experience in sales and sales management spanning a host of industries including software, transportation, printing services, insurance, and training. During his tenure at FedEx, he oversaw all aspects of regional training prior to being promoted to District Manager. Since joining Anthony Cole Training in 2014, Jack has become one of our community bank specialists, helping our bank clients sell better, coach better and hire better. Jack brings deep experience of feet on the street, practical selling as well as a coaching and training background, to help banks improve their sales results and close their sales opportunity gap.

4/20/2023 9:00 AM - 4:00 PM
BankIn Minnesota - SHAZAM Education Center 7900 International Drive, Ste 685 Bloomington 55425

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