Business Development Skills


This program highlights twelve steps to elevate your business development skills. This is for those that must build and support a plan for growth!

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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 Business Development Skills program teaches anyone with business development responsibilities the primary skills, thought processes, and behaviors that are necessary to expand relationships and 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.

This program is for those that must support the plan for growth!

Twelve Steps to Elevate Your Business Development Skills

  1. Know and exceed what is expected
  2. Manage the impression
  3. Overcome resistance and other detours
  4. Sharpen product knowledge
  5. Become the market expert
  6. Identify targets
  7. Set goals
  8. Build your plan
  9. Execute your plan
  10. Use best practices for effective calls
  11. Document your effort and your results
  12. Follow-up and follow-through

Branch managers, lenders, and business development experts are obligated to represent the brand of the company, develop a tactic for knowing products and services, setting goals, building a sales performance plan that is well-managed, executed and adjusted in order to obtain the desired results.

This Program Targets:

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


Honey Shelton - PresidentHoney Shelton has more than 30 years of experience as a training and quality improvement consultant for banks and credit unions across the country. Her substantial banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with a $1 billion south Texas bank. Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality have left a lasting mark on InterAction Training, the firm she founded in 1983.