Building Client Relationships: Consultative Conversations
Cross-sell conversations nearly tripled
- Building rapport with customers
- Transitioning to discovery by scanning for clues
- Asking questions & listening to understand customer needs
- Making recommendations & following up
"I’m more present and using curiosity in client interactions. Instead of focusing solely on immediate banking needs, I'm learning to deepen relationships through conversation."
"Banker confidence has been the biggest impact. Pathstream coaches give the bankers a different perspective. It's instilled confidence that shows up in the quality of conversations."