Our Bank Sales Training Solutions Make It Easy For You To Sell More

Bank Sales Training

Increase your net income fast with banking sales training from the world's longest operating sales management firm for banks.


We make sales leadership easy, which is why credit unions as small as $60 million have found our sales training programs to be culture friendly.

We Increase Sales While Improving Member Satisfaction and Loyalty

Our success in implementing sales and service cultures based on serving members and employees and overcoming sales discomfort is why high performing credit unions like ESL Federal, America First, and Vystar selected us as stewards of their successful cultures.

We make sales leadership easy, which is why credit unions as small as $60 million have found our sales process to be culture friendly.

Our unique insight into member-focused selling was developed in over 40 years of creating custom sales solutions for credit unions with widely diverse cultures and objectives, in our national research on top producing financial salespeople, and in our many partnerships with CUNA and dozens of CRM providers.

ESL Federal Credit Union
Roster, NY

ESL undertook a series of coordinated sales initiatives with us to rapidly expand their community branches and acquire new members.

Overall sales increased by 40% in the first two years of the initiative, while member satisfaction scores increased from 85.7% to 97.1% in less than four years, total assets grew from $1.4 billion to $2.5 billion and total membership increased from 164,700 to 265,000.

Sales Training Programs

The better your bank sales culture is, the more you look for ONE more competitive edge.

We help the World's Best Sales Organizations Get Better

Some large banks, credit unions, mortgage companies, brokerage firms, insurance companies and real estate firms have already found a preferred way of selling and managing sales that works for them. But the better your sales culture is, the more you look for one more competitive edge.

For high performing sales organizations, we often become a creative resource for assessing sales performance gaps with our corporate-wide sales assessments, for providing targeted sales training curriculum for one or more underperforming sales roles, for upgrading personnel with our unique hiring assessments, or for follow-up tools like our sales meeting guide, our online 360 feedback for sales leaders, or our mobile learning video.

Our national research on top producing financial salespeople and Jim Schneider's book, The Sales Producers, How the World's Best Salespeople Sell, give these tools extra credibility with top sales producers.

"Schneider Sales Management, Inc. conducted a revealing sales assessment for us and continues to help us hire more bankers who can sell with their Optimum Performance Profile which has dramatically improved our success rate in hiring and saved us thousands of dollars in bad hiring decisions.”

Betty Maes, Phd.
Commerce Bank

Our Performance by the Numbers

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Why Our Sales Training Programs are Clearly Different

We’re not the typical sales training franchise, trade association, local trainer, or e-learning provider who offer generic sales solutions, and who don’t know banking or don’t know sales. Financial and bank sales training is all we do, and we do it right.

Our end-to-end sales solutions integrate sales activities from performance scorecards to hiring and CRM applications across your entire business. No one else in the world has our 40 year database of what works, and what doesn’t work. And only our trademarked Feel of Success® training approach is designed specifically to overcome banker sales discomfort and designed differently for the behavioral requirements of each of the five financial industry selling roles.

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