Strategic Planning and Development:

Pelmetta Performance Solutions provides extensive planning services. We will work with your institution’s management team to examine your current sales and service strategies and will design a plan for how to improve sales performance.

By outlining a sound strategy for high performance, defining sales force responsibilities, encouraging management buy-in, identifying barriers and implementing measurement tools, your institution is guaranteed to benefit from improvements to the bottom line.

You have to plan to succeed, and we can help you do just that.

RE*THINK Retail™

The RETHINK Retail™ selling system is the most comprehensive systematic program available for moving your contact personnel from passive “order takers” to active “problem solvers” who provide superior quality service to your customers. The system provides everything an organization needs to bring about this change in the sales environment, including:

Four interrelated individual programs:

• Sales management program
• Sales and cross-selling program for platform
• Referral program for tellers and support staff
• Service and sales support program for non-contact employees

Eight performance components:

• Redefine roles and responsibilities
• Leading, coaching and managing
• Employee service and sales skills training
• Product knowledge communication skills
• Goal setting and measurement
• Reward and recognition
• Removing sales barriers
• Improving selection and placement

Pelmetta Performance Solutions, Inc. does it all…

• Initial planning, scheduling and customizing
• Introduction, kickoff and implementation
• Program development and management

For more information on RETHINK Retail™, call us at 1-800-214-2907 or click here to send us an e-mail.

RE*ENCOUNTER Small Business™

According to a study by McKinsey and Company, small businesses are the premier market for financial institutions. They offer banks and credit unions an opportunity to not only capture loan volume but to increase core deposits and long-term relationships.

Small Businesses present three markets all in one great opportunity: Company business, Company owner’s personal business and Company employee’s personal business.

Capturing the business of the business is the obvious opportunity, but it’s not all about loans. Businesses who have a depository relationship are more likely to maintain a long-term banking relationship than single product loan accounts. And while the employees of the business may not already be visiting your locations, maximize the relationship with the business owner by offering your small business client’s employees banking-at-work services that are designed for their needs.

Pelmetta Performance Solutions, Inc., can help you:

• Identify the highest potential prospects in your market
• Create unique marketing plan to position your bank as the bank of first choice
• Implement a proactive sales calling effort
• Execute on-going sales management to achieve high performance.

For more information on REENCOUNTER Small Business™ call us at 1-800-214-2907 or click here to send us an e-mail

RE*VITALIZE Relationships™

The idea of relationship banking is not a new one; it’s the approach that counts.