TD Bank CASE sTUDY

Client Profile

TD Bank is one of the world’s most respected financial institutions with more than 85,000 employees in offices around the world and $686 billion in assets.  TD Bank offers a full range of financial products and services to approximately 20.5 million customers worldwide.

The Opportunity

Client identified opportunity to grow market share in Commercial Banking by driven a sales-driven culture via improved sales coaching capability at the VP, DVP and SVP sales leader level.

Optimé Approach

  • Diagnostic of current sales coaching capability and effectiveness
  • Design and delivery of customized, multi-year Sales Coaching Development Program for VP, DVP and SVP level sales leaders

Optimé Solution

A highly customized version of our Sales Coaching training program.

Training Results

  • Strong participant engagement and alignment (80+% Top 2 Box Scores)
  • 91% of participants agree to strongly agree that the Sales Coaching Program has value and provides a good framework for coaching
  • 76% of participants agree to strongly agree that they are better coaches now than they were before they participated in the first phase of the Sales Coaching Program

Business Impact

  • Measurable increase reported in annual employee survey on “coaching by my manager helps improve my performance”
  • Early stages of multi-year program
  • Commercial Banking division achieved best-ever business results in 2011
Download a PDF summary of this case study.

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