You’re in the Perfect Position passport Strategies for effective communication and

Strategies for effective communication and collaboration between departments

and managing the C&I loan portfolio

Operating Performance Profitability To measure the ability of management to utilize their assets to generate sales and maximize profits

BSA Officers and Support Teams

You’re in the Perfect Position passport Strategies for effective communication andCourse Overview: This course is designed for anyone interested in understanding the role of sales personnel in a financial institution. Learning Objectives: Explain the need for effective sales personnel based on increasing competition among financial institutions Describe the importance of the role of a salesperson as a consultant to prospects and existing customer(s) List four basic skills common to all successful salespeople Audience: Lending Staff