Episode 32 - Why Sales Cannot Be a Four Letter Word at Your Bank or Credit Union

Sales is very necessary for the growth of your financial institution, but how do we achieve that in a way that is authentic, really meaningful, and led by the buyer?

• It starts with employee education on why sales enables your financial institution to give back to your customers and community.
• Be authentic and meet customers where they are in their buyers journey.
• Understand that the buyer's journey is convoluted, and identify the source of leads using sales/marketing tools in order to meet your customers needs.