Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Despite the surge in digital account access, did you know that 77% of financial customers prefer face-to-face interactions with their bank for specific, more substantive conversations and guidance in making financial decisions? According to this same study, the biggest complaint was unknowledgeable and unprepared staff.

Don’t let this happen at your bank. With the changing behaviors of clients, now more than ever, your RMs and MSRs need to have a proactive process to initiate meaningful conversations with your clients. Anthony Cole Training Group has introduced a new laser focused webinar to help you train your retail bankers to improve their relationship building skills.

Covered Topics

With the CARE program, participants will learn a 4-step sales approach for your branch personnel following these components:

  1. Confident Positioning
  2. Assessing Needs
  3. Recommending Solutions
  4. Expanding Relationships

Who Should Attend?

Bank RMs & MSRs, Retail LOB Leaders & Training Heads.


Live Plus Five - $165
Register for the live event and get five days access to the OnDemand Playback. You'll have opportunity to ask questions during the presentation and be free to review the content for the next five business days. Registration also includes links to presenter materials, handouts, and pdfs.

OnDemand Recording Only - $185
Includes a weblink for unlimited viewing for 6-months after the date of the webinar as well as a link to handouts. Does not include live session.

CD-ROM and Hardcopy Handouts - $235

CD-ROM plus Hardcopy Handouts. Does not include live session.

Live Plus Six - $235
Attend live; includes six months access to OnDemand playback. Combine the advantages of live attendance with an unlimited number of replays for the next six months.

Premier Package - $265
Includes all three options above. Live session, OnDemand Weblink, and CD-ROM plus Hardcopy Handouts.

Additional Locations
Want your branches to participate? Facilities within your organization will be able to participate without the travel costs of coming to one location.

Webinar (09/17/20 1:30PM - 2:30PM)

Online Registration

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Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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