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EFFECTIVE REFERRALS


Delivery Options: This course can 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 #3003822; $36.75 member; $57.75 non-member
Trainer's Guide:  Catalog #3003823; $95 member; $135 non-member
Publication Order Form


Please note:  Effective Referrals is printed on demand as ordered.  The Handbook and Trainer's Guide may not be returned.

Course Description:  This course will provide participants with the skills needed to make confident and effective referrals. This course supports the Relationship Selling model used in the Introduction to Relationship Selling program.

Audience:  The branch or operations personnel who initiate the needs assessment but are not involved in making or closing the sale. The audience may not see their roles as sales-related. They are generally involved in transactional and service interactions with customers.

Learning Objectives:  After completing this course, students will be able to: 

  • Describe what customers expect from their bank
  • Identify sales and service referral opportunities
  • Use benefit statements to make the referral
  • Make the "hand off" to a specialist
  • Identify follow up situations and develop appropriate techniques.

Course Credit:  AIB: 0.25; ICB: 3.50

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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