Crafting a Million Dollar Story
City National Bank (CNB), comprised of a team of overachievers, sought to once again raise the bar. They wanted a partner that understood their business and industry, and could also present new insights. How do you take a team of highly experienced and successful Relationship Managers and help them grow their accounts even more?
The answer was found in the heart of CNB. Coupling great brand recognition with a portfolio of competitive products and services, we helped CNB Relationship Managers craft a compelling story they could confidently share to even more people. To ensure long-term success, the sales managers and team leads went through a customized coaching program to provide follow-up and reinforcement.
The project’s value-add led to its implementation in various other divisions of the bank from Wealth Management, International, Real Estate and many other branch offices. Even more impressive, CNB used the project as a blueprint for a new sales force automated tool.