A Business Development Officers Guide to Selling Non-Traditional Financial Products

Recorded: January 24, 2018 - $345 for the CD-Rom and Handouts

Recorded Wednesday, January 24, 2018 $345 for CD Rom/Handouts

1:30 pm – 3:30 pm CT

Recommended for 2.5 CE Credits

Program Content:

For most financial institutions, non-interest fee income is the lifeline to revenue growth and income diversification. Strategically focusing and effectively integrating non-traditional financial products into an institutions’ product lineup will result in an enhanced client/member relationship and will positively impact the bottom-line of the organization.

Covered Topics:

Detailed discussion on how to recognize prospects and either sell or refer to your internal expert or correspondent bank/credit union partner:

  • Corporate Investments
  • Foreign Exchange
  • Retirement Plans
  • Self-Directed Brokerage
  • Discretionary Investment Management
  • Trust Services Insurance (Personal and Business)

The workshop provides a detailed Non-Traditional Financial Products Resource Guide that calling officers have found to be an invaluable resource and sales tool. The resource guide includes the following detail for each product:

  • Prospect profile
  • Benefits to the client
  • How does the client pay for the service?
  • Client needs met with this product
  • Key terminology
  • Conversation starters
  • What is a Registered Investment Advisor and how is it different from a broker?

Who Should Attend:

Business Development/Calling Officers, Lenders, Treasury Management Sales Team Members, Credit Analysts, and Internal Product Developers/Trainers


Over a 22-yr period, Suzette (Suzie) Jones, CFP® helped launch and build an Investment Division for a major regional financial institution resulting in assets in excess of $11B and revenues exceeding $25M. She understands the strategic and competitive advantage these non-traditional products can provide an organization – both on the lending and depository side. Her experience gives her a unique prospective and ability to provide business development officers with the insights and tools they need to successfully sell non-traditional bank products.

Register Now

Course / Seminar Type: Recorded Webinars
Course / Seminar Category: Retail Banking, Marketing & Sales Training
Course / Seminar Code:
Course / Seminar Start Date: 01/24/2018
Course / Seminar Price: $295
Course / Seminar Location: