City National Bank

Financial Services Case Study

Consilio’s custom coaching program contributed to a 195% increase in key accounts.

The Situation

City National Bank (CNB), a team of overachievers, decided that it was time to raise the bar. (Again.)

They wanted a communication and leadership partner that could present new insights because they already understood their business and industry.

How do you take a team of highly experienced and successful Relationship Managers and help them grow their accounts even more?

The Solution

The answer was found in the heart of CNB. By coupling great brand recognition with a portfolio of competitive products and services, Consilio helped CNB Relationship Managers craft a compelling story they could confidently share with even more people.

To ensure long-term success, the sales managers and team leads went through a customized coaching program to provide follow-up and reinforcement.

The Scoreboard

The project’s value-add led to its implementation in various other divisions of the bank, including  Wealth Management, International, Real Estate and many other branch offices. Even more impressive, CNB used the project as a blueprint for a new sales force automated tool, eventually generating a 195% increase in key accounts.

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