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Everyone Communicates, Few Connect: Communication Skills for Bankers

Banking professionals spend most of their day communicating—but few truly connect with referral partners and customers. This webinar explores Maxwell’s connection principles and teaches loan officers how to communicate in a way that builds trust, credibility, and lasting professional relationships.
OnDemand
DATE

Recorded Wednesday,
August 12, 2026

INSTRUCTOR

Skip Willcox

DURATION

1 Hour

FORMAT

Webinar

$299.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Customer Service
  • Management/Employee Development
  • Branch Manager
  • Teller
  • Training Manager
  • Trainer

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Banking professionals spend the majority of their day communicating, yet very few truly connect with the referral partners and borrowers who drive their business. In this one hour webinar, we'll dig into John Maxwell's connection principles and translate them into practical, field-tested strategies for loan officers and lending teams. You'll learn why connecting is about others and not about you, how to find common ground with realtors, CPAs, and borrowers in the first few minutes of a conversation, and how to communicate with the kind of energy and intentionality that makes people want to do business with you again and again.

Attendees will walk away with specific techniques they can put to work immediately, including how to simplify their message so borrowers actually understand their options, how to create memorable experiences that turn one-time transactions into long-term relationships, and how to build the trust and credibility that keeps referral partners sending business your way. Whether you're a seasoned originator or newer to the industry, this session will challenge you to move beyond simply communicating and start genuinely connecting.

What You'll Learn

  • Why communicating and connecting are not the same thing, and what separates top producers from the rest
  • How to make every conversation about the borrower or referral partner instead of about you
  • Practical ways to find common ground quickly with realtors, CPAs, and prospective borrowers
  • How to simplify your message so borrowers clearly understand their options and trust your guidance
  • Techniques for creating memorable experiences that turn one-time transactions into repeat and referral business
  • How to bring energy and intentionality to your communication so partners want to keep sending business your way

    • Who Should Attend

    Loan officers, branch managers, and lending team leaders at banks and credit unions who are ready to move beyond surface-level communication and build the kind of connections that drive repeat and referral business.
    Skip Willcox

    Instructor Bio

    Skip Willcox, AMP, CMB has spent over 20 years in the mortgage and banking industries. He is recognized as a thought leader and business development expert throughout the country. Through experience, networking, extensive industry involvement, as well as a “back to basics” approach, Skip has leveraged his time at top sales positions in mortgage and banking to help others grow.


    Skip is a life-long Georgian, currently residing in Dublin, Georgia. Skip attended The University of Georgia, graduating with degrees in Economics and Political Science. Throughout his career, he has directly helped hundreds of people achieve the dream of homeownership through mortgage origination and partnering with financial institutions.


    Known for his direct and straight forward, yet humorous style, Skip started coaching and training clients several years ago. Now, as CEO of Kairos Sales Group, he specializes in growing business in the mortgage, banking, real estate and related fields to help professionals close more, do more and be more. Additionally, Skip is the host of The Big Skip Energy Podcast and started a new show called Ain’t My First Mortgage Podcast which brings on the most relevant and impactful mortgage thought leaders to share their knowledge.

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