Precisionlender Webinars

What a Brooklyn Hotel and a Beer Cart Driver Can Teach Us About Welcoming New Client

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About this Webinar

Less than 8% of banks offer a new client welcoming program. This practical, fast paced program outlines the reasons to develop a sustainable commercial Onboarding process, the tools you need to execute it and the organizational commitment needed to make it successful.

Join Jack Hubbard has he outlines:

  • Why Onboarding is needed in today’s competitive environment
  • The Onboarding Pyramid and how each level connects to the other
  • Key elements of an Onboarding system
  • Connecting tools and technology to the process
  • How to sustain the effort
  • Some questions to ask yourself as you consider to Onboard or not to Onboard

If mitigating buyer’s remorse and deepening relationships with new clients is important in 2019 and beyond, this program is for you.

Who Should Attend?

CEOs, Sales Executives, Sales Leaders, Relationship Managers, Treasury Management Representatives and all others that have bank to business calling responsibilities would benefit the most from this webinar.


Jack Hubbard headshot

Jack Hubbard

Chief Experience Officer

Named one of the nation’s top 100 most trusted business leaders by Trust Magazine, Jack Hubbard has shared his passion for what it takes to build trust-based sales initiatives for more than four decades. He has helped build Performance Cultures from Maine to Florida, Texas to California and all points in between. With more than 69,000 bankers personally trained and coached, Hubbard is one of America’s most sought after facilitators. An author, lecturer and classroom instructor, Hubbard’s expertise and out-of-the-box thinking put him in great demand when the subject matter is sales and sales management in business and commercial banking.

His humorous style and street savvy approach have taken him to 49 states where he has served as key note and breakout presenter for state and national banking associations. In 2018 Hubbard retired after 32 years as an award-winning faculty member of ABA’s School of Bank Marketing and Management. He returned to Stonier Graduate School of Banking for his 18th year in 2018. He is a top rated at Graduate School of Banking in Madison, WI and was recently named Section Leader of GSB’s new Sales and Marketing School which debuted in October 2018.

His content can be seen in: RAIN Today, The American Banker, The Financial Brand, RMA Journal and numerous state banking publications. Hubbard is co-author of the bestselling book, Conversations with Prospects, which has become the standard for bank acquisition strategies.

Active on social media, Hubbard manages the popular Business Banking Network and Social Selling for Bankers Groups on LinkedIn and tweets regularly @saleshubbs.

Jack serves on the Board of Directors of St. Charles Bank & Trust, an $1 billion community affiliate of Wintrust Financial in Illinois.

Kevin McNamara headshot

Kevin McNamara

SVP, Client Development

Kevin McNamara, SVP of Client Development at PrecisionLender, 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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Thursday February 14th

2:00pm ET (60m)

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