Ask the Coach: Since we are approaching the holiday season, should I slow down my sales efforts until the new year? Am I bothering my prospects and customers?

November 16th, 2018

Having lived in the US now for three years, I have continually come across this limiting belief from bankers and sales people that “it’s hard to get meetings with prospects during the Holiday Season”. Yes, it’s true, there seems to be an elongated Holiday Season in the United States that is propagated by Christmas tunes […]

BankTalentHQ Podcast 11/14/18

November 14th, 2018

In this podcast, Donna Flynn, our career and management coach, joins us to talk about performance evaluations and how we can be prepared to discuss the entire year with our employees. We also share a recent article that discusses a career prep program and how banks can get involved with their local schools. #talentgathershere

Ask the Coach: How do I successfully promote my top sales performer to sales leader?

November 9th, 2018

Many great bankers or sales people in a growing organization inevitably get that tap on the shoulder and are asked to consider a leadership role. This promotion opportunity is a deserving reward for consistently exceeding annual sales targets and the ultimate recognition that they have outstanding sales skills that can be emulated by others. But […]

Ask the Coach: I have an employee that doesn’t keep agreements, attend meetings or participate in feedback. However, this is an employee who is a top producer, so I don’t want to make a change. What can I do to change how this person operates?

November 2nd, 2018

That is a great question and one that I know managers experience all the time. A top producer – getting results – however, not participating or being a positive influence on the team. Sometimes managers can feel ‘held hostage’ by people that operate this way – because the organizational results are great, however, the experience […]

BankTalentHQ Podcast 10/31/18

October 31st, 2018

In this podcast, we welcome a special guest, Dr. Kent Belasco, who is the director of the banking program at Marquette University in Milwaukee, WI. Dr. Belasco tells us about the history of the program, how it prepares students to work at a community bank and how students or banks can get involved in the […]

Ask the Coach: What are some ways I can re-energize my sales plan for 2019?

October 26th, 2018

It’s that time of year again when we frantically follow up on all our leads in a desperate attempt to meet our annual sales targets and then quickly outline a sales plan for next year to meet senior management’s budget deadline. Before you know it, the year comes to an end and you’re either celebrating […]

Ask the Coach: How can I set up an internship program at my bank?

October 19th, 2018

Great question! The benefits of starting an internship program are endless. Most importantly, your organization will begin to develop a talent pipeline and will recognize interns that fit with your organization and its culture. Your company and the specific department(s) where the intern is working can increase productivity, all while managing labor costs. In addition, […]

BankTalentHQ Podcast 10/17/18

October 17th, 2018

In this podcast, we discuss a recent article in American Banker about how banks are setting up programs with high school students to find the next generation of bankers. Joe Micallef, our sales and service coach on BankTalentHQ, also joins us to discuss how we can help our branch staff to engage current and prospective […]

Ask the Coach: What are the best ways to reward and recognize my employees?

October 12th, 2018

If you’ve done a good job of setting goals and keeping your team focused, you will have plenty of opportunity to recognize and reward progress. This is an important management skill because it helps to engage and acknowledge your team for progress and also highlight those who are exhibiting the behaviors you like and getting […]

Ask the Coach: How often should I follow up with a potential prospect?

October 5th, 2018

In sales and banking there is a famous acronym – A.B.C. – that has become a mantra for most successful salespeople and bankers: A. Always B. Be C. Closing Yes, it is important in every interaction with a prospect or customer to actually ask for their business. And this is a big leap in confidence […]