Course Demos     Log Into ABA eLearning     AIB Overview     AIB Online Courses     AIB Textbooks REFERRING TRUST CUSTOMERS 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.  Call or email for details. Course Description:  This course teaches students how to identify and refer potential trust clients.  The course explores the basic elements of a trust and the 5 primary reasons why clients want or need a trust.  Students will learn trust terminology, common trust products and how they apply to a typical client, and the skills and techniques that support a client-benefit-focused referral approach.. Audience:  Bank personnel who initiate referrals of trust services but are not involved in making or closing the sale, such as new accounts, tellers, statement window, safe deposit and operations support staff.. Learning Objectives:  After completing this course, students will be able to: ·         Describe the basic elements of a trust ·         Identify the 5 key reasons clients need or want a trust ·         Refer clients to the trust department using the H.E.L.P. tool ·         Identify trust accounts that map to clients' needs Prerequisites:  None, although knowledge of trust products offered by your bank is helpful. 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.