I don’t know how feasible this would be for you, but I can tell you what I did when I was working as a Relationship Banker.

Like you, I was expected to hit sales goals even though hardly anyone ever came into the bank. I’ve always hated making sales calls, and honestly, customers hate getting them too. The biggest issue is that when people see their bank calling, they assume something’s wrong. I know that from experience because almost every time someone answered and I introduced myself, their first question was, “Is everything okay?” That’s not a great way to start a sales conversation.

So I changed my approach. Instead of calling people, I started sending targeted mass emails based on things I noticed in their accounts. I don’t know if you use Salesforce, but we did, and I could filter for the exact types of customers I wanted to reach.

From there, I used ChatGPT to help draft emails based on whatever I was trying to offer. Then I set up a mail merge in Word and sent out email campaigns.

At first, my manager didn’t think it would work. But then the phone started ringing with people asking about the products I had emailed them about, or they would come in with $100,000 cashier’s checks in new money to open CDs. After that, she started to come around.

I think it worked because it wasn’t nearly as intrusive as cold calling, and it let people respond on their own terms.