Improve Your Retail Banking Sales Strategy

If your bank is like many of our clients, you’ve invested in your sales culture and have some sales processes in place. You may have seen improved results in a couple key areas. Now you’re looking for a partner to take your bank's sales strategy to the next level without disrupting what’s working. Our experience in retail banking consulting & customizing sales processes to the unique circumstances of each client is one of the things that makes Schneider Sales Management clearly different.

While Schneider has successfully handled hundreds of unique consulting engagements, we are most frequently asked to help banks with the following:

Improving teller and contact center referral results

Implementing a Universal Banker staffing model in the bank’s branches

Implementation of Bank-at-Work programs

Sales strategy, pipeline design, tracking and reporting

Joint selling across lines of business (Integrated Advisory Selling)

New customer onboarding programs

New employee onboarding programs for sales and service

Retail banking branch manager business development calling programs

Sales compensation and incentive plans

Contact us to find out how we helped the following banks get these great results:

First Commonwealth Bank: $2.0 million annual increase in annuity commission income.

Oriental Financial: $170 million increase in branch mortgage referrals.

Sterling Bank: Implemented a bank-at-work program. Products per customer were 2.2 for new customers through the branch network, but 3.73 for customers joining through bank-at-work (70% higher).