Your Team Selling Checklist [VIDEO]
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
There was a day, back when I started as a commercial and agricultural lender, that we did everything. We did the channel checks; we did the credit analyst work; we did the business development; we did the account management. We did it all, and we collected the loans. Those days are over, and now we live in a world of specialization because, let’s be frank, there are only a small handful of people on Planet Earth, usually about 6% of the population, according to emotional intelligence assessments, that are really designed and built for business development.
Video: How Most Banks Get Team Selling All Wrong
So, what good is it to take people who are not good at closing big deals and force them to have an officer call program, where they’re losing the potential prospects that a business development person, who would love to have a hack at those, could do a good job with? Also, there are certain people who are just plain much better at collecting on loans and have the analytical skills and the kind of persuasion to get that done well. Why not put them into their area of expertise?
So, the old days of making sure that everybody had to fit in the same mold and beating them up for not being good at certain parts of their job, even though they were masterful in another part, are over. It’s important to look at the emotional intelligence scores of your team members as you’re choosing which slot to put them in. Why? Because emotional intelligence is the thinking underneath all behaviors. So, if somebody is naturally inclined to think this way, and that is their innate preference, then of course they’re going to be far better at doing something they’re naturally inclined to do.
The better you align your team members to the places where they can win, the better your bank does, because that’ll be a higher return on investment from every one of your salary dollars. So, it’s time to start thinking right now about dividing your team up. Don’t do it as one big sweeping thing; move one person at a time into an area where they can win, give them the education, have them win, and then start moving the next person. Sending out a memo saying “We’re doing a reorg” is a terrible idea. And yet, waiting and not putting a good team system in place is as bad of an idea. So, have some fun putting people into the right slots.
– Roxanne Emmerich
Please watch the video above and share it with your exec team and board.
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
Most banks deliver “pretty good.” That’s not loyalty. This episode reveals a 3-step execution system—blended learning, measurement, coaching, and celebration—to engineer daily WOW service that sticks and grows deposits, margin, and community pride.
Roxanne Emmerich exposes the hidden flaw in your strategy that’s quietly destroying net interest margin — and the proven path to take back your pricing power.
AI isn’t coming—it’s already here. Discover why most bank roles are now obsolete, and what your team must become to survive.
Your plan won’t save you. A strategic planning system designed for high-stakes execution will. Here’s how top community banks avoid merger collapse.
Most banks pretend that culture can be delegated. Wrong. Elite banks weaponize culture as their profit engine. Here’s the system CEOs can’t ignore.
Roxanne Emmerich exposes the toxic lie behind most strategic plans—and the second-order thinking top banks use to pull away from the pack.
Your boardroom may be your biggest blind spot. Discover how elite banks fix strategy at the Breakthrough Banking Blueprint™ Bootcamp.
Most boards are left out of execution—and it’s destroying performance. Here’s how top 5% banks fix it.
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.