Cross-Selling Deposit Products 

 

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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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