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AIB - CROSS-SELLING DEPOSIT PRODUCTS
Course Description:
Cross-Selling Deposit Products teaches students how to sell deposit
products effectively. Students will learn how to conduct sales
interactions with clients, and how to prepare for effective
cross-selling to maximize sales of deposit products and ensure client
satisfaction. Course exercises provide opportunities for students to
practice cross-selling concepts through realistic client scenarios.
Audience:
Any bank personnel in a position to discuss deposit products
Learning objectives:
After completing this course, students will be able to:
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Explain the importance of cross-selling
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Describe typical bank products and their features and
benefits
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Interpret clues and identify client needs
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Cross-sell deposit product solutions that match client
needs
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Respond to questions and objections from clients
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Close the sale or refer the client
Course Credits:
AIB: 0.5;
CEU: 1.0
Prerequisites:
Before proceeding through this course, students should have a basic
knowledge of their bank's or financial institution's product and
services.
Required Software:
None
Optional Software:
Adobe Acrobat Reader and RealPlayer
Platform Support:
Students can take this course on computers running Windows, Macintosh or
UNIX.
Delivery Methods:
This course is available in the following formats:
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