7 Minute Tasks for Bank Sales Leaders

Business man with checkboxes


Sales leaders are always pressed for time. (See Tips for Time-Starved Bank Sales Leaders.) But if you do find yourself with 7 minutes at some point in the day, here are 7 things you can do to improve your team’s chances of success.*


  1. Tell one of your team to schedule a day of calls with you in the next two weeks. Be specific about the mix of customers and prospects you’d like to meet with.
  2. Call one of your bankers and ask him what you can do to help with any deals in his pipeline.
  3. Arrange time to sit down one-on-one with all of your direct reports to review where they stand with their top customers and prospects. Make sure they share with you in advance their relationship plans for each customer/ prospect. (What, no relationship plans? Send me an email at nmiller@mzbierlyconsulting.com and I’ll forward you one.)
  4. Think about what additional training your team needs. If you’re not sure how to get it, call your Training Department or a banking trade association like RMA for help.
  5. Let your boss (or your boss’s boss) know which of your team members deserves special recognition.
  6. Assess how well your sales people are using the tools you have provided them with (e.g. Industry information from IBIS World, RMA, Vertical IQ or First Research, prospect information, call planning templates on your bank intranet, CRM, etc.) If you don’t like the answer, do something.
  7. Call up a prospect whose business one of your team members failed to land recently. Tell them you’d like to get some feedback on how your colleague could do better in the future. You may be surprised what you’ll learn.


*All of these assume that you have built a sales process that incorporates market management principles and guidance on building relationships with customers, prospects and COIs. If you haven’t, call me at 610-296-4772 or send me an email at nmiller@mzbierlyconsulting.com. We can get you started.

Are you interested in reprinting an article from our blog in an internal bank publication? You may do so provided you reprint the article in its entirety and indicate that it was originally published in Bank Sales Blog, a publication of MZ BIERLY CONSULTING (https://mzbierlyconsulting.com). If you would like to find out how to add members of your organization to our mailing list, contact Susan Lersch at susan.lersch@mzbierlyconsulting.com with your request.



Related posts