[30-60-90 DAY SUCCESS PLAN] Charles D Smith

Why I would be an asset to your company?

In today’s current market scenario, I understand the two most important

areas of financial institutions are sales and service. This means we need to
deepen consumer relationships in a way which benefits both the customer
and the bank. Over the past several years, I have seen the landscape of
financial services changes quite a bit. As a result, consumer confidence has
wavered and many companies are searching for ways to grow their customer
base while retaining existing customers. Through my experience in the
financial industry, I have focused on achieving sales results and meeting
customer service goals. As a part of management, in my previous experience
in banking, this would allow me to utilize my sales and coaching skills to
meet expectations. My philosophy has always been keeping the customer’s
best interest a priority interests a priority in order to grow the business. By
utilizing the strategies listed below, the branch will benefit from these
practices.

The 30 Day Plan:

• Attend and complete company training on sales strategy, processes,

and products.
• Identify competitors, their offerings and strategies.
• Master product knowledge.
• Learn corporate systems – procedures for paperwork, reports and e‐
mail.
• Orientation – meet management, co‐workers, support departments and
learn the company culture.
• Meet with branch manager to prioritize what is expected of me, within
a specified time frame, to help achieve branch as well as individual
goals.
• Identify top opportunities within territory
o Banking at Work Opportunities.
o Community Involvement
o Potential New Customers
o Customer Demographic Needs
• Find a mentor who is successful in the Personal Banker role and can
pass on valuable suggestions about best practices.
The 60 Day Plan

• Open financial accounts, and by interviewing the customer, uncover

financial needs, and suggest a product that accommodates the needs.
 [30-60-90 DAY SUCCESS PLAN] Charles D Smith

• Deliver extraordinary customer service to current and potential

customers in accordance with Gallop customer service elements.

• Handle service issues using the HEAT module, and suggest products
and services that are appropriate to the customer’s situation. (I.e.
Overdrafts, On-Line Banking etc.)

• Use lobby management as an opportunity to spark up sales

conversations, as well as building a rapport with customers.

• Start to make profitable outbound calls to customers on products to

increase sales.

The 90 Day Plan

• At this point, I will be operating at a productive level.

• All sales and service goals should be met on a daily and weekly basis.

• Partner with the branch’s teller line to recognize opportunities, for

promising referrals to become sales.

• Utilizing branch partner ships for continued branch success.

• Coming up with creative and innovative ways to increase sales within

the branch.

• Scheduling Banking at Work events to locate potential new customers.

• Scheduling Community Events to promote brand awareness, for future

business opportunities, as well as educating minor’s about banking.

• Meet with manager to discuss performance of the past 90 days

Conclusion

I believe the aforementioned business plan would be a roadmap to success

at the branch level. My previous experience in banking has given me proper
insight to contribute to a productive organization. As a Personal Banker I feel
I have the ability to properly influence the branch in a positive way that will
motivate the team to meet expectations. I also believe my firm
understanding of the sales process would be a great asset to help those
individuals who are struggling to perform. I look forward to the opportunity to
showcase my skill sets in the near future.
[30-60-90 DAY SUCCESS PLAN] Charles D Smith