The advent of mobile banking has caused a significant downturn in the number of clients that regularly visit brick and mortar locations. Some studies indicate that up to 80% of transactions done in the branch today begin as service related. Service to Sales Conversations is designed to help retail sales staff and Branch Managers refine their ability to convert service request into sales opportunities by building trust and creating a world class client experience. 
  

Presenter

Dana Perkins, is Senior Consultant at St. Meyer & Hubbard. Dana has helped more than 30,000 bankers make better and more effective calls. Her practical, energetic style keeps audiences engaged from start to finish. 

Registration Fee

$325 Member
$275 Additional Registrant from the same bank  
$590 Qualified Non-Member

Date & Times

October 14 & 15, 2025
8:30 am - 12:00 pm each day

Location

Virtual Via Zoom
 
You’ll receive a login link directly from Zoom shortly after you register. Please note that this Zoom link is tied to your unique email address and is not shareable. Every attendee must register individually. Please check your spam folder if you do not receive the link within a day of registration. 

Terms and Conditions