On this episode of the BankTalentHQ Podcast, join our host, Brian Hoffman, as he chats with Sherry Cromett from BankWork$! To learn more about the BankWork$ program and the great work they do, visit www.bankworks.org. #TalentGathersHere
As an employee, how should I prepare my sales accomplishments from the year to take to my performance management review?
Many Bankers have annual growth (or sales) targets that they are expected to achieve. These targets are generally established and agreed at the beginning of the year. Accordingly, a major focus of their performance review each year is the achievement of their targets. The main purpose of a performance review is NOT to simply review the […]
Join our host Brian Hoffman, and special guest Donna Flynn, as they talk all things Performance Reviews related! #TalentGathersHere
Are there benefits to having staff review managers during the performance review process? If so, what are they?
The performance review process is one that carries with it often much emotion, anxiety and stress. We have a few thoughts to share to help shed light on how we can make this a more seamless, valuable process for both the person being reviewed and the person doing the reviewing. As far as managers go, […]
Fail to plan and you will plan to fail! The BankTalentHQ theme this month has been strategic planning for 2020. Our podcast host, Brian Hoffman, shares an article with you this week on how neglecting to plan will lead to failure. Tune in and take notes! #TalentGathersHere
When it comes to business management we have all heard the saying: “Fail to Plan and you will Plan to Fail” And that is certainly true. I have consistently collaborated with my team to develop business plans that outline key business development activities required to help us achieve our growth objectives every year. A good […]
Great question! We asked our Sales Coach, Joe Micallef, to provide an answer! – I know that it can sound cliché and somewhat juvenile to chant “You Can Be a Rockstar” in order to motivate someone to excel, but over the past few weeks I have been developing an exciting new training program (see below) and […]
This month, BankTalentHQ is talking all things strategic planning! Listen to this week’s podcast to hear how your bank can be confident in creating the perfect strategic plan for the upcoming year. #TalentGathersHere
We are regularly asked about Client Relationship Management (CRM) systems and their effectiveness. It is interesting to note that many financial institutions or businesses DO NOT have a CRM. And those that do generally complain about the lack of use by their staff. Ultimately, a CRM is simply a tool to help you manage your […]
How can I take my sales goals and accomplishments from this year and develop new goals for next year?
Establishing goals and plans each year should always be a collaborative effort with other colleagues from your Department. This time of year is a great time to meet with your Team Members for say 2 – 3 hours and explore: WHAT you did well this year and WHAT did customers respond well to? HOW will […]