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Industry Specialties | Financial Institutions

Industry Specialties | Financial Institutions

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Published by Paul Montelongo
"Thanks Paul for helping to make our National Sales and Marketing event a memorable one."

Tim Landwehr, VP, IndyMac Bank

Create a Unique Professional Experience™ in your financial institution with your support staff, your clients, you members and with your sales organization.

Paul has worked extensively with financial institutions, banks, banking associations and banking professionals to increase customer service and employee retention.

Topics that Paul will cover with you:

* Sales training
* Member or client retention
* Referral programs
* Support staff development and retention
* Team building
* Sales systems
* Upsell strategies
* Outreach marketing
* Personal morale

Partial Client List of Financial Institutions that Paul has worked with:

* Bank of America
* Indy Mac Bank
* Compass Bank
* Wells Fargo
* Banking Administration Institute

Contact Us for more information.
"Thanks Paul for helping to make our National Sales and Marketing event a memorable one."

Tim Landwehr, VP, IndyMac Bank

Create a Unique Professional Experience™ in your financial institution with your support staff, your clients, you members and with your sales organization.

Paul has worked extensively with financial institutions, banks, banking associations and banking professionals to increase customer service and employee retention.

Topics that Paul will cover with you:

* Sales training
* Member or client retention
* Referral programs
* Support staff development and retention
* Team building
* Sales systems
* Upsell strategies
* Outreach marketing
* Personal morale

Partial Client List of Financial Institutions that Paul has worked with:

* Bank of America
* Indy Mac Bank
* Compass Bank
* Wells Fargo
* Banking Administration Institute

Contact Us for more information.

More info:

Published by: Paul Montelongo on Mar 03, 2008
Copyright:Attribution Non-commercial

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05/08/2014

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Industry Specialties | Financial Institutions "Thanks Paul for helping to make our National Sales and Marketing event

a memorable one." Tim Landwehr, VP, IndyMac Bank Create a Unique Professional Experience™ in your financial institution with your support staff, your clients, you members and with your sales organization. Paul has worked extensively with financial institutions, banks, banking associations and banking professionals to increase customer service and employee retention. Topics that Paul will cover with you: * * * * * * * * * Sales training Member or client retention Referral programs Support staff development and retention Team building Sales systems Upsell strategies Outreach marketing Personal morale

Partial Client List of Financial Institutions that Paul has worked with: * * * * * Bank of America Indy Mac Bank Compass Bank Wells Fargo Banking Administration Institute

Contact Us for more information.

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