Precisionlender Webinars

7 Habits of High-Performing Relationship Managers

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About this Webinar

In this fast-paced presentation you’ll gain insights into what differentiates the best Relationship Managers from the rest of the pack. Data has shown that in most banks the top RMs generate the majority of loans and deposits, and at significantly better returns than their peers. Join us for this webinar, where Ned Miller from MZ Bierly Consulting and Kevin McNamara from PrecisionLender, will examine the specific tactics that these high-performing RMs employ to solidify relationships with customers and win new business from prospects.

You'll Learn:

  • How top RMs create value propositions with impact
  • The strategies of long-term prospecting
  • How leveraging internal partners and COIs pays off
  • How the best bankers are often their own best sales managers

Who Should Attend?

Commercial, Small Business and Private Banking Relationship Managers and their Sales Managers


Ned Miller headshot

Ned Miller

SVP at MZ Bierly Consulting, Inc.

Ned Miller is a Senior Adviser with MZ Bierly Consulting and the founder of Third Act Sales Consulting, a consulting firm that helps bankers acquire and develop relationships with business customers and helps bank sales leaders develop and coach their teams to improved sales results.

Before entering consulting, Ned was a relationship manager and team leader at Citibank and at the Philadelphia National Bank. He also spent 10 years at RMA where he developed conferences and training programs on small business, real estate, workouts and private banking.

Ned is a frequent speaker at banking conferences and has published numerous articles in banking publications on sales and sales management.

Contact Information for Ned Miller:
Phone: 484-433-2378

Kevin McNamara headshot

Kevin McNamara

Director of Client Development at PrecisionLender

Kevin McNamara has over 16 years of banking experience and over 7 as a business owner. Kevin has a wealth of knowledge in sales leadership, business ownership and executive banking. Prior to his role at PrecisionLender he served as President of Vertical IQ, a firm dedicated to supporting bankers sales efforts through enhanced industry knowledge. He served in a variety of executive banking leadership and sales roles at RBC Bank USA (formerly RBC Centura) in North Carolina, Florida, Alabama, and Virginia. Kevin obtained both his B.S. in Finance and MBA in Business Finance from George Mason University in Fairfax, Virginia where he also played basketball and baseball.

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Wednesday October 10th

02:00pm ET (60m)

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