Sangwin

OX FOR D F I NA NC I A L SERVICES TRAINING

Specialist training and coaching for retail bank staff, managers & executives

MUNGO DUNNETT

A S S O C I AT E S

Our Specialism

AbOUT ThE COMpANy

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Introducing Oxford Financial Services Training

We are a specialist firm of highly experienced individuals from the retail banking sector. We are consultants, used by numerous banking organisations both large and small to bring best practice and expert advice to their activities, in areas such as customer acquisition and retention, cross-selling and achieving sales through service. We are also specialist trainers, with extensive experience of teaching, coaching and guiding banking personnel at all levels of seniority from branch staff to board members. This is what makes us unique. We are not only experts in the training and the passing on of knowledge in interesting and engaging ways. We are also among the most respected consultants operating in the retail banking world, widely used as expert practitioners. This allows us to deliver exceptionally focused and commercially valuable training, rooted in the key activities and behaviours that make the biggest practical difference to banks’ performance. We have created a centre of excellence based on best practices and understandings obtained by working with best-in-class retail banks. Our highly interactive training interventions and leadership programmes ensure that leadership and front-line teams at all levels have the skills, sales strategies and service process and tools to achieve their objectives and implement the bank’s strategy in a competitive environment. We would be delighted to work with you and your people in the areas outlined in the following pages.

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Sales Training

SALES & SERVICE AT ThE FRONT LINE

branch managers

The single most critical aspect of any retail bank’s sales performance is the branch manager. We assess and improve the skills of branch managers or sales team leaders in...