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Financial and Bank Clients


Jeff guides business organizations in how to use Sales Leadership and E-Business stategies

Jeff Senne's Work with the Financial Services World

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Specializing in culture change in financial institutions since 1982, The Senné Group has conducted customized leadership, total quality service, TQM, sales and sales management training programs for such clients as:

  • American Savings Bank
  • Barclays Bank
  • Centennial Bank
  • Farmers & Merchants Bank
  • HAPO Federal Credit Union
  • Mid-State Bank
  • Mineral King National Bank
  • Modesto Banking Company
  • Pacific Western Bank
  • Pacific IBM Employees Credit Union
  • River City Bank
  • SAFE Federal Credit Union
  • Southwest Bank
  • Sunwest Bank
  • Texas State Bank
  • TransWorld Bank
  • Union Safe Deposit Bank
  • Wells Fargo
  • West One Bank

Some of Jeff's speaking topics are

  • "Bouncing Back! by Building a Quality Driven, High Performance Sales Culture"
  • "The Role of Leadership in Total Quality Management"
  • "Quality Sales Leadership for Tough Economic Times."

A partial list of the Jeff's speaking clients include

  • Arizona Bankers Association
  • Bank Marketing Association
  • Canadian Credit Union Central
  • Colorado Credit Union League
  • Credit Union Executives Society
  • CUNA
  • Financial Institutions Marketing Association
  • Georgia Bankers Association
  • Independent Bankers Association of America
  • Institute of Financial Education
  • Nebraska Credit Union League
  • New Jersey Council of Savings Institutions
  • Ohio Bankers Association
  • Tennessee Credit Union League
  • Twenty-Fourth Annual Symposium of Independent Bank Directors
  • Washington Credit Union LeagueWestern Independent Bankers

Selected Comments from bank participants who have attended Jeff Senné's various Sales Culture Transition Training Courses:

"Very good - I'm not much for meetings unless they keep me thinking - This did!"
    --Ken Olds, Vice President & Branch Manager; Farmers & Merchants Bank
"Excellent way to get people to feel at ease in sales environment - I truly believe that this training in sales is what F & M Bank needs to move into the 21st Century."
    --Don Fraser, Senior Vice President; Farmers & Merchants Bank
"I appreciate your style & ability to demonstrate as well as verbalize these concepts - an excellent needs oriented, tailored to our bank, can be delivered to many different employee levels sales leadership program."
    --Brent Chaney, Senior Vice President & Branch Administrator; Centennial Bank
"A down to earth, practical management-oriented interactive course designed to deliver results!"
    --Jim Mealey, Executive Vice President; Centennial Bank
"Excellent step by step, information to allow success both by a person new to calling or a veteran - will give any participant the tools to be an effective seller."
    --Joe Griffen, Vice President & Branch Manager; Farmers & Merchants Bank
"This is one of the best overall training seminars I have attended."
    --Jack Olson, Senior Vice President & CFO; Farmers & Merchants Bank
"One of the best. Active participation convinced all of us that we can be a salesperson for the bank."
    --Lee Thomas, Vice President; Union Safe Deposit Bank
"Informative, exciting, enjoyable, entertaining and above all creative!"
    --Lori Masadinati, Customer Service Manager; Farmers & Merchants Bank
"A great refresher course of strategies and methods of sales."
    --Newt Wakeman, Executive Vice President and Branch Manager; Farmers & Merchants Bank
"Thank you so much for your participation in our Twenty-Fourth Annual Symposium for Independent Bank Directors - Your presentation was timely, informative and contributed greatly to the success of this years event."
    --Carrol Pruett, President; Mid-State Bank
"I enjoyed your relaxed style and personal approach - the updated ideas on sales training techniques and your not a 'typical salesman approach!"
    --Ray Graetz, Executive Vice President; Union Safe Deposit Bank
"There is not a day that goes by and I don't use one of the sales suggestions from your course."
    --Stephanie Connell-Powell, Vice President & Branch Manager; Centennial Bank

Customized Solutions for Innovative Business Leaders

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Do you want to:

  • Book a dynamic E-Commerce or Sales Leadership Speaker
    for your next conference or corporate meeting

  • Custom Design a E-Business or Sales Leadership Consulting Project

  • Upgrade your existing web design and supercharge your business web site with E-Commerce and B2B E-Business Strategies

For a FREE consultation contact Jeff Senné at:

Jeff Senné, CEO
The Expertise Center, LLC
862 Sir Francis Drake Blvd. #283
San Anselmo, CA 94960

(415) 328-1735 cell
(415) 456-1835 fax


Jeff is the founder and CEO of The Expertise Center, LLC
© Copyright 2004 Jeff Senné - All rights reserved