Senior Director of Sales Enablement and Sales Training, First Citizens Bank

Learn how First Citizens Bank’s senior director of sales enablement and sales training, Nancy Roy, uses Vertical IQ to train teams, strengthen strategy, and elevate client relationships.

“One of the things that I like best about Vertical IQ is when we have new-to-role or early career associates, and they’re starting to build skill, we ask them to focus — find an industry where they can really dig in, and Vertical IQ is perfect for that.”

“We find that there’s use for Vertical IQ not only with our sales teams, but also with sales enablement, sales strategy, [and] our marketing teams when we’re looking at how do we want to focus our sales teams.”

“I would absolutely recommend Vertical IQ to other financial institutions or banks as they are looking to build skill and acumen within their sales teams around small business or business and commercial.”