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

-> Jack Hubbard

-> The Modern Banker

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