ATTENTION Bank & Credit Union Executives: Get meetings with highly-qualified decision makers booked on your calendar.
We will help you hit your sales goals this year.
At Bank and Credit Union Appointment Setting Agency, we help banks and credit unions fill their pipelines with qualified commercial leads—without wasting time on cold lists or guesswork. Our team brings deep industry expertise, proven calling strategies, and a reputation built on trust and measurable results. When it comes to building relationships that convert, we’re the authority in turning conversations into opportunities.
Our outbound, seasoned professionals have a focused approach to setting appointments.
They qualify the contacts, confirm decision maker status, and schedule new business appointments for your bank or credit union executives.
Here’s how our three step process works:
We gather market intelligence.
While many appointment setters focus on sheer volume of calls, we prioritize quality by thoroughly qualifying each lead, ensuring that appointments are both relevant and meaningful for long-term business relationships.
Our in-depth qualification process screens for current needs, growth potential, and openness to new banking solutions, creating opportunities that are strategically valuable rather than simply transactional.
We schedule appointments with decision makers in your market and targeted industries.
Unlike general appointment setting services, we specialize in connecting bank and credit union executives specifically with C-level executives and high-level commercial decision-makers. Our focus on B2B, commercial companies means your appointments are not only with the right decision-makers but also with those who have a vested interest in commercial financing solutions.
- Confirm decision maker status, contact information, current revenue, and current banking relationship
- Day and time of appointment
- Confirm appointment again
- Follow up to confirm and remind them of the appointment.
Your executive meets the decision maker at the preset time.
Maximize your executives time by taking cold calling off of their plate. Our professionally persistent cold calling model drives new business, referrals, and repeat business that significantly boosts ROI.
We can get you a higher volume of appointments, at a faster rate, allowing your bank and credit union executives to focus on fostering high-impact relationships.
We open doors for commercial bank and
credit union executives.
Here’s a short list of all the benefits of working with B&C
- We engage with unique decision makers.
- We set highly-qualified appointments.
- We gather market intelligence and validate account data.
- We identify possible gatekeepers and others that could influence decisions.
- We validate account size and current banking relationships.
- We build relationships for future business and “plant the seed” for those not interested at this time.
- We help supplement previous marketing efforts and move prospects into booking appointments.
We get results leading to new business relationships, revenue, referrals, and repeat business
MAXIMIZE Your Executive's Time
Let B&C Commercial Appointment Setting Service Be Your Secret Weapon!
The Bottom Line
Your commercial bankers are valuable relationship builders and closers—not cold callers. Every hour they spend dialing is an hour they’re not bringing in new deposits, loans, and treasury business.
A cold call B2B agency ensures your bankers stay exactly where they should be—face-to-face with qualified prospects, building relationships that turn into revenue.
Why Every Commercial Banker Should Stop Cold Calling (And Start Closing More Deals Instead)
Let me tell you a hard truth—one your competitors won’t admit…
Cold calling is a time-sucking, soul-draining grind.
Every hour your commercial bankers waste dialing strangers, leaving voicemails, or talking to “just curious” leads is an hour they’re not closing real business.
And that’s a problem.
Because in today’s world, the banker who builds relationships wins. The banker who closes deals eats. The banker who’s stuck in dial-mode?
Starves.
Better Leads, Bigger Deals
Why Your Bankers Deserve Pre-qualified Appointments (Not Cold Leads)
Let me ask you something:
Would you rather your top commercial banker spend their morning…
A) Talking to the CFO of a business that actually needs your banking solutions and is already expecting their call?
Or...
B) Burning time with a receptionist who “isn’t sure the owner’s in,” only to be ghosted forever?
Because that’s the daily reality inside most community banks and credit unions.
High-paid professionals chasing low-value leads.
It’s not just frustrating… it’s financial malpractice.
Stop the Feast-or-Famine Lead Game
How to Build a Predictable, Scalable, and Consistent Commercial Banking Pipeline
Let me get right to it.
If your bank’s lead flow depends on whether your commercial banker “has time this week to make calls”…
You don’t have a system.
You’ve got hope.
And hope isn’t a strategy.
It’s a slow, painful death disguised as optimism.
One day the pipeline’s full. Deals are popping.
Morale’s high.
The next?
Crickets.
Multitasking Is Killing Your Bankers’ Performance
Here’s How We Fix That (So They Can Finally Breathe and Close Business Again)
Let’s cut through the niceties and get real for a minute…
Your commercial bankers aren’t lazy.
They’re not disorganized.
They’re not “just not hitting their numbers.”
They’re drowning.
Drowning in client reviews.
Drowning in underwriting updates.
Drowning in CRM inputs, internal meetings, follow-up emails, and compliance training.
And now you want them to cold call on top of all that?
Congratulations. You’ve just created a multitasking monster.
And not the productive kind.
Contact us today to learn more:
BC Appointments is a service mark of (P.M.C.).
McKinney, Texas
USA
Book a call above to learn more.
We look forward to speaking with you!