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CROSS-SELLING DEPOSIT PRODUCTS
Delivery Options: This course
can be delivered in the classroom and is also a self-paced online course:
·
ABA eLearning Self-paced online course (length: 3-4
hours)
Price: $95 members; $130 non-members ENROLL NOW
·
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 provides the skills needed to cross-sell retail bank deposit
products and services. The course explores the importance of cross-selling and focuses on steps in the cross-selling
process: interpreting clues to customer needs, cross-selling solutions to
match needs, responding to objections, and closing the sale or referring
the customer to a specialist. Features and benefits of deposit products are
compared to match solutions to customer needs. Participants receive tools
for on-the-job use.
Audience: Any bank personnel in a position to discuss
deposit products and services with customers. Participants should have a
basic knowledge of their institution's products and services.
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.
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