Master the Art of Successful Referral & Sales Conversations

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.

MPG is extremely flexible in how they deliver classroom, webinar and onsite programs that our managers have utilized. We’re especially pleased that MPG is always available when we need them with multi-channel support.

Mike Sims Executive Vice President for State Bank & Trust Company

Great workshop! It was very interactive and the practice sessions really pushed us out of our comfort
zones, Which will definitely help us in the future. | have a lot of good takeaways to put into place.

A.S

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

Thank you so much. I appreciate the specific feedback and advice on helping a valuable banker be the best he can be, while at the same time working to get to the next level. I can’t tell you how much your coaching has helped me in every aspect of my life, not just my career. I’m certain my peers would say the same you are the best!

H.G.

MPG is extremely flexible in how they deliver classroom, webinar and onsite programs that our managers have utilized. We’re especially pleased that MPG is always available when we need them with multi-channel support.

Mike Sims Executive Vice President for State Bank & Trust Company

Great workshop! It was very interactive and the practice sessions really pushed us out of our comfort
zones, Which will definitely help us in the future. | have a lot of good takeaways to put into place.

A.S

Thank you! It has been a wonderful experience working with you. I know everyone feels the same way for that matter! You were able to coach up or out! You identified so many things our leaders need to continue to work on, pushed our new advisor out of his comfort zone and the true value was identifying that our manager is just done. We could stand on our heads each day and there is no pulling her back or changing that path. So, in my humble opinion, the coaching out was far more beneficial than all the other coaching put together. We have tended to ignore it and hope she wakes up to smell the coffee burning, instead of addressing it full on! You gave me the words, questions, guidance, and confidence to have that conversation with her in the past, this situation might have been turned into a tension filled atmosphere. I cannot be more grateful.

P.R

Grateful, I appreciate the value and effectiveness of the communication workshop; I made significant progress in managing my fear of public speaking. The part I liked most was the safe place with workshop became to practice speaking, when their was significant anxiety at the start of the workshop.

L.O

Teri Bosley is a master of simulating and debriefing sales and coaching conversations during practice, which challenges teammates to assess their own performance differently. I’ve never seen a facilitator more adept…

Anne Stoneham Executive Vice President for First Bank

Thank you so much. I appreciate the specific feedback and advice on helping a valuable banker be the best he can be, while at the same time working to get to the next level. I can’t tell you how much your coaching has helped me in every aspect of my life, not just my career. I’m certain my peers would say the same you are the best!

H.G.
Get Started
  • This field is for validation purposes and should be left unchanged.
We will never share your information.
Back to top