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Ignite Your Sales & Service Culture!
    

Breakthrough Banking

The revolutionary $7,000-a-day performance-enhancing training
seminar you can take in just 60 minutes.

How your bank can gain a sustainable advantage in today’s competitive market.

Banks have made fortunes during the past few years. But tides are turning. Brokerages, credit unions, and other financial services firms are hotly pursuing your customers’ dollars -- and according to FDIC, banks today have only 15% of market share.

To prosper in the new millennium, you have to go beyond “business as usual.” Breakthrough Banking is the fastest way to get there. Roxanne Emmerich, a top teacher and successful banker, can give you and your employees an unbeatable edge in gaining, retaining, and doing more business with current and new customers. Which can mean a big boost to your bottom line.

Transforming visionary ideas into tangible performance results

Bankers work most effectively when given clear steps to follow. You already have procedures for the operational aspects of your business -- processing a loan, balancing a drawer, and accepting deposits. Now Breakthrough Banking gives your employees step-by-step, proven procedures for maximizing performance on the customer service and customer retention aspects of their jobs.

As a result, your employees become as adept in creating satisfied customers as they are in processing paperwork or handling money. Which can put you light years ahead of the 11,670 other U.S. banks competing for their share of $1.8 trillion in deposits.*

* The World Almanac and Book of Facts 1997

The Breakthrough Banking advantage

What differentiates Breakthrough Banking from other bank training programs?
For one thing -- results.

Post-training measurements show that, on average, banks that have used the Emmerich training technology increase their customer service rating (on a scale of 1 to 10) from 4.5 to 9.5. 

One Emmerich Group client, a Wisconsin bank, increased assets 50% -- from $40 million to $60 million -- within 6 months of taking the Breakthrough Banking program. Six years later, and still using Roxanne’s methods, they have gone from #7 to #1 in their community, with the most favorable return on assets ratio of any bank in their market.

And we have dozens of similar success stories. Just ask us for references.

How the Breakthrough Banking program works:

Breakthrough Banking is a 12-module course. Each module includes a video, leader’s guide, and student reference materials. 

Lessons can be taken monthly or at an accelerated pace to meet your training schedules and requirements. You can master the key module lessons in less than 22 minutes viewing time each.

Each module focuses on providing easy to follow, step-by-step procedures for core customer functions including:

  • Customer service
  • Correcting mistakes
  • Improving performance
  • Building rapport
  • Developing your business
  • Closing the sale
  • Making meetings productive
  • Resolving conflicts
  • High-impact leadership

In short, empowering your employees to deliver everything your customers need or want from you -- and even more.

Breakthrough Banking™ 
Program Modules at a glance
  • Legendary Customer Service: Getting and Keeping Customers for Life.
    • The ultimate secret of best-in-class customer service
    • Why “you never get a second chance to make a first impression”
    • See your bank the way your customers do—and why doing so is critical to its success
    • Create a plan that delivers "Wow" customer service daily
  • Recovering from an Oops: How to Keep a Customer After You’ve Made a Mistake.
    • 9 simple steps to make the customer love you again after you’ve messed up
    • Strategies to diffuse anger and getting everyone to keep their cool
    • Create solutions that are “win-win” for both you and the customer
    • Develop an effective follow-up plan
    • Build a stronger relationship with the customer than you had before you made the mistake.
  • We Have to Stop Meeting Like This: How to Run or Attend a Results-Oriented Meeting.
    • Why most meetings are a boring waste of time ... and why yours doesn’t have to be
    • Create an actionable agenda that produces results rather than talk
    • Get rid of tangents, whining, and other time-wasters that make unproductive meetings drag on and on
    • Get participants to stick to the agenda—without turning them off
    • Follow up on meetings so the participants follow through
  • The Ultimate Banking Sales System: Your Step-by-Step Action Plan
    • 6 things you should always tell the prospect before discussing rates
    • Finding and selling your bank’s UCA (Unique Competitive Advantage)
    • The “hidden” psychology of every successful sales presentation
    • Turn every prospect into a customer
  • Peak Performers: Secrets of the Top Achievers
    • Develop the "can do" attitude
    • Improve your results and effectiveness
    • The #1 attribute of the highest performing people—and how you can develop it in yourself and others
    • Secrets of thinking like an entrepreneur
    • Why every job is critical to success
  • Establishing Rapport: Selling Yourself With Confidence
    • Talk the prospect’s language—not yours
    • Lord Chesterfield’s winning secret for getting prospects to like you 
    • Show customers you are concerned about their needs
    • Create comfort and synergy with your customers
    • Read people like a book.
  • Converting Inquiries Into Sales: Finding the Customer’s Hot Buttons
    • What Socrates can teach you about successful selling
    • The 5 elements of a good sales question
    • Move prospects quickly from disinterest to desire
    • Eliminate the competition from the prospect’s mind
    • Close every sale.
  • Working Together: Moving from Group Chaos to Team Synergy
    • The 4 stages of development—and which one your team is in
    • Analyze team strengths and weaknesses
    • Work together more effectively
    • Set team goals, roles, vision, and expressions
    • What Michael Jordan can teach you about being a team-player
  • Creating Harmony: Dealing With Conflict on the Job
    • Know your conflict style
    • Get to the root of any problem quickly and efficiently
    • Give feedback that improves results without creating chaos
    • Accept and acknowledge feedback
    • Cope with even the most difficult people
  • Hoopla: Creating a Contagiously Enthusiastic Workplace
    • Create a plan to change your counterproductive ideas, habits, and misconceptions about motivation
    • Explore the documented effect of optimism on results
    • Get passionate about how your work impacts the world
    • Break down workplace silos to create fun and enlivening rituals
    • Celebrate, encourage, and make a difference in the lives of your co-workers and customers
  • Focus: Creating a Better Reality
    • Set goals—business and personal
    • Get what you really want (not what others think you should have)
    • 5 steps to making your wildest dreams come true
    • Common goal-setting mistakes ... and how to avoid them
    • Create the action plan that will get you to your goals
  • Powerful Leadership: Leading People to Greater Performance
    • The top 10 attributes followers want from their leaders
    • Get your people and objectives aligned in the same direction
    • Motivate people to go beyond their job descriptions
    • Create a vision that inspires people to a higher level of performance
    • Why leadership is more about you than the position you hold

Key Breakthrough Banking™ benefits:

  • Eliminates the need to spend thousands of dollars on costly outside trainers.
  • Employees can train at their own pace to fit their busy schedules.
  • Videos can be viewed by staff throughout your organization, minimizing training cost per employee.
  • Proven, step-by-step systems for customer service, sales, and retention ensure all employees are working in a consistent, customer-focused direction.
  • Low-cost orientation for new employees maximizes their performance starting from day one.
  • Convenient video-based program can be used for group training as well as self-study.
  • Focus on banking ensures relevance to your trainees business needs and challenges.
  • Increases sales and improves customer retention.
  • Optimizes return on assets, customer satisfaction, and other measurable performance metrics.
  • Training is pleasant and easy -- like watching TV.
 

What others are saying about the Banking Breakthrough™ program...

Covers everything bank managers and front-line employees must understand to be more effective with customers and prospects and generate profits.”
--Peter Gwaltaney, Executive Director, Louisiana Bankers Association

Breakthrough Banking™ lays out the steps to dramatically improve customer service. This is the best training program to happen ever.”
--Alisha Hornung, Vice President, United Community Bancshares

“Your video was just the ‘shot in the arm’ we needed. We are all looking for better ways to serve our customers. The video presented views on customer service better than any of our management people could have done. Our staff could relate to what you were saying.”
--Robert L. Wyne, President, Citizens First State Bank

“Roxanne gave us the full injection needed to create a sales culture ... the ideas started to flow ... this new program will be the foundation used to pilot our new commercial branch opening....”
--Kathy Pendleton, Vice President, Revere Federal Savings

“About 6 months ago, we engaged in a training program with Roxanne Emmerich to upgrade the service, sales mentality, and employee morale after a 2-year cultural change. Since that time, loan balances are up 12.2%, morale has improved significantly, and results of customer satisfaction surveys are very positive.”
--Randy L. Balk, President and CEO, Intercity State Bank

“You did it again! You were a hit! The bank CEOs walked away with take-home value -- ideas they can use right away to improve their revenues. Many of the CEOs asked if you could come to their individual banks to help them.”
--Rae Thiede, Manager of Education, Minnesota Bankers Association

“Bank CEOs are a tough audience, but you know how to make an impact ... [with] new information that was immediately applicable and could make a huge impact on the way they do business.”
--Pat Staples, Senior Vice President, Marketing, Community First Bankshares, Inc.

“Thank you for stirring up some excitement and presenting our bank with ideas that we are able to use immediately. Our employees are still talking about your seminar and how useful the presentation was to them.”
--Sam A. Mudlin, Vice President and Manager, First Western Bank

“Your remarks hit the nail right on the head by giving our 100+ bankers ideas on how to increase their market share and profits. On a scale of 1 to 5, nearly every person gave your presentation a 5.”
--Ann Reich, Communications Director, North Dakota Bankers Association

“Thank you for ... the combination of your insights with the energizing presentation that inspired many of the CEOs to look seriously at how to increase their business while improving return on investment. Many of the CEOs are planning to do business with you directly, and we look forward to bringing you back to develop an integrated sales and marketing process for our entire banking organization.”
--Gregory J. Smith, President, BancServices Company

 
 

For more information on Breakthrough Banking™ call toll-free 1-800-236-5885
or fillout our online contact form.

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