PNC Bank

Designed and facilitated a half-day advanced treasury management sales training course aimed at the most seasoned Treasury Management Sales Officers (TMOs) at PNC. The goal was to encourage an additional 15% production from top tier TMOs, while fully engaging seasoned, high-performing TMOs in interactivity, including team exercises, role playing, case study preparation, presentation and games.

In preparing for the course, Turningpoint Communications worked closely with senior managers and outstanding TMOs from three different PNC market segments: Corporate Finance, Middle Market, Commercial, to define the “PNC way,” sales strategy, and PNC and industry and sales best practices.

Within the context of the course, shared, showcased and practiced best practices from outstanding PNC TMOs.

Measurement: In addition to outstanding course reviews, TMO’s individual increased production further justify their time spent, effort, and commitment to the program, and to sustain change.

Measured information retention and usage 4 months after the course to understand adoption rates and quantify ROI.

Turningpoint Communications has been in contact with individual TMOs to further training in distinct areas of interest.