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.

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

M.C.

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

MC

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

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.

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

T.I

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

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

M.C.

Thank you. I owe a lot of my success to you, as I use the lessons learned in your classes in all aspects of my life. They have truly made an impact on my leadership and ability to impact others.

MC

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

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.

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

T.I

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
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