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Course
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AIB
Overview AIB
Online Courses
AIB
Textbooks
CROSS-SELLING DEPOSIT PRODUCTS
Delivery Options: This course may
be delivered in the classroom or online:
Self-paced
online course - ABA
eLearning (length: 2 hours)
Price: $95 members; $130 non-members
Print
Registration Form Enroll
Online
This course is also
available at discounted prices under an annual license. A Learning
Extension is available for this course. Call or email for
details.
Participant's
Handbook and Trainer's Guide -
Tools for in-house training
Handbook: Catalog #3003703;
$47.25 member; $73.50 non-member
Trainer's Guide: Catalog #3003704;
$95 member; $135 non-member
Publication
Order Form
Please note: Cross-Selling Deposit Products is printed on demand as ordered. The
Handbook and Trainer's Guide may not be returned.
Course Description: This
course offers logical steps for selling deposit products effectively.
The course teaches 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
to practice cross-selling concepts through realistic client scenarios.
Audience: Any bank personnel in a position to discuss
deposit products and services with customers.
Learning Objectives:
At the conclusion of the program
participants will be able to:
- Explain the importance of
cross-selling
- Describe typical bank
products and their features and benefits
- Interpret clues and
identify customer needs
- Cross-sell deposit product
solutions that match customer needs
- Respond to questions and objections
from customers
- Close the sale or refer the
customer.
Course Credit: AIB: 0.25
For further information,
please call Elisa Legg at 212-297-1679 or elegg@nyba.com.
The New York Bankers
Association is a Local ABA Training Provider.
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