Call Preparation and Call Delivery In-Person and Using Virtual Tools - Professional Selling Skills Series

Course Number: Seminar

Course Code: Virtual Seminar

Sales calls and sales deals made with a hearty handshake may be a thing of the past. What in-person calling did represent was developing meaningful relationships with customers and prospects, after a series of meetings. That’s where in-person selling and virtual selling are the same.

The “now economy” and technology are allowing calling officers to close deals through online meetings, video conferences, digital documents, e-signatures, and in-person meetings. Even large deals can be conducted at a distance.

This fast-paced 3-hour lesson will help the calling officer use the right combination of technology and sales tools to effectively plan and prepare the sales call, and profitably sell banking products to companies and individuals, using both in-person and virtual approaches.


  • Setting up the call with pre-call research
  • Making the Sales Call
  • The Critical Importance of Sales Questions
  • Moving the Sale Forward
  • Effective Digital Closing Technique
  • Handling the Signing
  • Behavior-Based Approach to Collections
  • Follow-Up

(Four-Part Series – You can also attend full series)

Audience: Frontline salespeople -- such as branch managers, wealth managers, commercial lenders, mortgage and consumer lenders, and business development officers -- will find the strategies, techniques, and tools discussed will have a tremendous impact on sales growth.

Prerequisites: N/A

Register Now

Member Price: $250.00
Non-Member Price: $300.00
Textbook Charge: $0.00

Credits: 0.25

Start Date: 10/20/2021
End Date: 10/20/2021
Length: 3 Hours
Start Time: 9:00 am
End Time: 12:00 pm
Day: Wednesday
Location/Room: Virtual

ABA Training