Your First 90 Days - Careers in Commercial Banking
11.1 هزار بار بازدید -
3 سال پیش
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What makes a commercial banker successful? How can I prepare for a new commercial banking role? What should I focus on when I first get hired to develop my sales ability and achieve lending success? In today's video, we will cover your first 90 days as a junior relationship manager or commercial banker. While you may feel pressured to try and sell early on to generate business, investing the time upfront to learn about your lending products and how to "sell" to prospects is essential to increasing your chances of success. In your first 90 days, there are six steps;
1) Learn your product first - what types of loans can you provide? What industries or market segments is your bank most competitive in?
2) Identify dealermakers - build relationships with senior bankers in your division so you can attend their meetings and learn how they sell/communicate with business owners.
3) Build A Relationship with Risk Management - Your credit adjudication team is a critical relationship to develop, invest time upfront and listen to their perspectives.
4) Practice your sales techniques on your existing client book
5) Build your sales confidence and style, what type of lender do you want to be?
6) Get out in the marketplace and start selling - where can you find deal flow as a lender?
If you enjoyed the video and found it helpful, please like and subscribe to FinanceKid for more videos soon! If you want to reach out directly, contact me at; [email protected]
Roblee Capital is a Toronto-based M&A Investment Bank focused on serving companies with revenues between $1MM to $100MM primarily offering sell and buy-side M&A services. We work with Canadian-based business owners looking to sell their lower mid-market business. Check out our website at;
https://www.robleecapital.ca/
https://www.financekid.ca/products/co...
What makes a commercial banker successful? How can I prepare for a new commercial banking role? What should I focus on when I first get hired to develop my sales ability and achieve lending success? In today's video, we will cover your first 90 days as a junior relationship manager or commercial banker. While you may feel pressured to try and sell early on to generate business, investing the time upfront to learn about your lending products and how to "sell" to prospects is essential to increasing your chances of success. In your first 90 days, there are six steps;
1) Learn your product first - what types of loans can you provide? What industries or market segments is your bank most competitive in?
2) Identify dealermakers - build relationships with senior bankers in your division so you can attend their meetings and learn how they sell/communicate with business owners.
3) Build A Relationship with Risk Management - Your credit adjudication team is a critical relationship to develop, invest time upfront and listen to their perspectives.
4) Practice your sales techniques on your existing client book
5) Build your sales confidence and style, what type of lender do you want to be?
6) Get out in the marketplace and start selling - where can you find deal flow as a lender?
If you enjoyed the video and found it helpful, please like and subscribe to FinanceKid for more videos soon! If you want to reach out directly, contact me at; [email protected]
Roblee Capital is a Toronto-based M&A Investment Bank focused on serving companies with revenues between $1MM to $100MM primarily offering sell and buy-side M&A services. We work with Canadian-based business owners looking to sell their lower mid-market business. Check out our website at;
https://www.robleecapital.ca/
3 سال پیش
در تاریخ 1400/06/09 منتشر شده
است.
11,167
بـار بازدید شده