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AIB - BUILDING & RETAINING CUSTOMER
RELATIONSHIPS
Course Description:
This course is designed for financial
service representatives whose current responsibility is to offer bank
products and services to customers.
Audience:
This course is most appropriate for banking professionals who currently
sell bank products to customers. Students attending this class should
have a working knowledge of their institution's products and services,
basic sales techniques, daily planner scheduling and basic tele-consulting
skills.
Learning Objectives:
After completing this course, students will be able to:
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Describe the benefits of building and retaining
customer relationships
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Establish portfolio
criteria that support their institution's business goals
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Select customers for a
sales portfolio
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Organize customer portfolios to support and track activity
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Prepare for an initial contact with
portfolio customers
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Prepare an action plan
for establishing a customer portfolio
Course Credits:
AIB credits - 0.25 ;
CEU credits - 0.5
Delivery Options:
This course is available in the following formats:
For further information,
please call Elisa Legg at 212-297-1679 or
elegg@nyba.com.
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