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Business Development Skills

March 9, 2021 @ 10:00 AM - 11:30 AM

Reserve Your Seat Now!

All financial institutions want a plan in place that ensures growth. Since the caveman bankers lived off of location and credibility, that’s history. This online seminar teaches those charged with business development responsibilities the primary skills, thought processes and behaviors necessary to expand relationships and to excel at client acquisition. Business development isn’t about luck or magic. It’s not about being pushy. It’s about following a process, it’s about having a plan, and becoming deliberate and on purpose when it comes to exploring and acquiring new business.

Covered Topics

  • Know and Exceed What is Expected
  • Overcome Resistance and Other Detours
  • Manage the Impression and Polish the Brand
  • Sharpen Product Knowledge
  • Become the Market Expert
  • Identify Targets
  • Set Goals
  • Build Your Plan
  • Execute Your Plan
  • Use Best Practices for Effective Calls
  • Document Your Effort and Your Results
  • Follow Up; Follow Through

Who Should Attend?

Branch managers, lenders, business development experts and those responsible for sales training and leading the way for growth.

Reserve Your Seat Now!

Your Trainer

Melissa Marvin is Chief Service Officer at Bank of Bennington. She has served the financial services industry for over 35 years, primarily in leading and managing sales tied to bottom-line results. While she is experienced in financial services consulting for all lines of business, retail banking is a true passion. Past experiences include accountability for the sales and operations of a branch network at a multi-billion dollar holding company, to leading the community bank and credit union division for a global financial services consulting firm. Melissa is a senior training consultant for InterAction training.


Melissa’s approach to ensuring the right behaviors are in place to drive results is about simplicity – 20% theory, 80% application; what you learn today, you apply today.