Master the Art of Successful Referral & Sales Conversations

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Experience the Transformative Power of Professional Bank Sales Training

Bank Sales Training & Referral Training

Mastering the art of successful referral and sales conversations is critical to providing exceptional service and generating high volume sales results. Monarch Performance Group will work with your organization to understand the desired customer experience and build a comprehensive process to support these behaviors.

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly,
I learned, coaching without a commitment is just a nice conversation.

M.T

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

We have improved scores across the board from our employee survey. Areas of improvement include; communication, dealing with conflict and management practices – just to name a few. Next Level Leadership Communication and Coaching initiatives are making a difference!

Gayle Evans Chief Human Resources Officer

You have been instrumental in helping me grow as a person, which has helped guide me to where I am today.

T.I.

Enjoyed the opportunity to learn and then practice with other colleagues. Most importantly,
I learned, coaching without a commitment is just a nice conversation.

M.T

With Monarch Performance Group, we get to the core of our executive team’s leadership issues. Our eyes are opened and we are challenged to develop new techniques that better accomplish our strategic initiatives.

Steven Stapp President/CEO, Unitus Credit Union

Coaching initiative has greatly improved my coaching skill-sets and my confidence to coach
forward to desired performance.

M.C

I have worked with many vendors; however, I never experienced another partnership like the one I had with Teri. Her personal commitment to the client and ability to customize content is not found in many companies today.

Linda McDermid Retired, SVP Retail Banking

We have improved scores across the board from our employee survey. Areas of improvement include; communication, dealing with conflict and management practices – just to name a few. Next Level Leadership Communication and Coaching initiatives are making a difference!

Gayle Evans Chief Human Resources Officer
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