In the third episode of our commercial banking takeover, Jack Hubbard of The Modern Banker joins guest host Alex Jimenez to talk about modernizing the commercial banking sales playbook. From trust-based selling and power questions to effective second meetings and blended outreach strategies, this episode is a masterclass in how to sell through conversation, not pressure.
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-> Alex Jimenez
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Timestamps
(00:00) – Welcome to the “Banking Reinvented” commercial banking takeover
(00:57) – Timeless principles that banks accidentally ignore
(04:55) – The evolving role of commercial relationship managers
(08:56) – The mindset shift required to meet modern buyer expectations
(15:46) – The importance of trust-based selling
(21:53) – Factors that kill sales momentum
(25:00) – Using LinkedIn to land meetings
(29:50) – Successfully coaching your teams for success
(33:38) – Mastering hybrid selling models
(37:03) – Old-school habits that work (and others that don’t)
(39:32) – Jack’s advice for the new generation of bankers
(40:44) – Jack’s key takeaway
(41:03) – Episode wrap-up
