|
EFFECTIVE REFERRALS
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 #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 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 involve 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.
|
