Loading...

Financial Institution Business Development Workshop - 2 Part Series

In today’s highly competitive banking world, you must develop and sustain an edge to consistently win. This workshop is designed to provide you with proven strategies to be the provider of choice for all things banking in your marketplace. 

Upcoming
March 25, 2025
March 28, 2025
Presented by Tim Tivis
3 SHRM-CP Credits
$850.00 or 3 Tokens

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Human Resources
  • Management/Employee Development
  • Board Member
  • Branch Manager
  • Human Resources Officer
  • Senior Management
  • Training Manager
  • Trainer

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

This event will include breakout rooms where you will get the opportunity to collaborate with peers, as well as our industry expert, Tim Tivis. Space is limited to 30 participants for a high-value learning experience, so register today!

Our comprehensive two-class, four-session workshop is designed to help you uncover your unique strengths, develop essential skills, and execute a winning strategy for banking business development success. Don’t miss this opportunity to emerge stronger, more skilled, and ready to excel in your business development journey. Register now and take the first step towards unlocking your full potential!

Included Webinars

  • Financial Institution Business Development Workshop - Part 1
  • Financial Institution Business Development Workshop - Part 2

Series Details

Financial Institution Business Development Workshop - Part 1

Emerge and Develop

Session 1: Interpersonal Skills DevelopmentDive deep into understanding your personal approach to buying and selling. Explore the latest marketing trends in banking and learn how to leverage a positive brand image through real examples.

Session 2: Business Development Fundamentals Master the art of business development with our proven techniques:

  • Understand your prospects’ needs and wants
  • Identify trigger points with the “Chameleon Effect” to tee up winning conversations
  • Implement the Prospect to Customer System. Prospect smarter not harder
  • Learn the Eight Steps to Successful Business Development. Experience exponential growth!

Financial Institution Business Development Workshop - Part 2

Grow and Execute

Session 3: Role Play and Case Scenario Study

  • Put your newly acquired skills to the test with hands-on role-playing exercises
  • Present your solutions to personalized real-world scenarios to improve presentation skills

Session 4: Managing a Productive Day

Transform busy days into highly productive ones with our proven system:

  • Optimize your schedule with three essential time blocks
  • Establish a “Productive Day” routine
  • Achieve consistent results, one day at a time

What You'll Learn

  • Gain deep insights into your personal motivations and decision-making processes
  • Develop interpersonal skills to effectively reach your target market
  • Master business development techniques to grow your market share exponentially
  • Learn to operate efficiently and maximize daily productivity

Who Should Attend

This workshop is ideal for emerging leaders, business development officers, and lenders, or any other role which relates to business development and customer acquisition and relationship management.

Tim Tivis

Instructor Bio

Tim has been a successful entrepreneur for over thirty-seven years. He has established businesses in financial services, computer software, training, and consulting. He is the founder and CEO of the Pinnacle Training Group which specializes in sales, business development, leadership, and staff performance training.

In 2004, Tim started the Pinnacle Training Group and has developed over 100 hours of training materials including in-person and webcast presentations, three books and several training video series. He has worked with hundreds of companies across the U.S. and has trained thousands of individuals through both live seminars and national webcasts.

Continuing Education Credit Information

Financial Institution Business Development Workshop - 2 Part Series has been approved for 3 SHRM-CP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://portal.shrm.org/.

Print this page