Client Conversations 1

“Jane is my banker. She does a great job for me.” Clients throughout your footprint share that opinion of your best Personal Bankers. Relationships are not simply built at the bank based on how many products Jane sells, however. They rest on trust. Client Conversations 1 introduces a proven conversation model which fosters cross-solving (client-focused) versus cross-selling (bank-focused).


  • Branch Managers, Personal/Universal Bankers, and others that open new accounts

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Client Relationship Job Aid
  • Client Relationship Notes Template
  • Client Conversations 1 Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Call for my weekly sales thought:
Jack Hubbard
Chief Experience Officer

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