Effective Referrals Suite


This suite of two courses and one exercise module explores the Effective Referral Model for recognizing, responding to, and revisiting referrals. Completing this suite provides tactics for identifying clues about financial needs and connecting them to appropriate products and services. Concise, impactful lessons can be applied on the job immediately.

 Approximately 15 minutes.

Courses:  (only available as a suite)

  • The Referral Process
    Guides you through connecting client-provided clues about financial needs to products and services using the Effective Referral Model. Create opportunities for building client relationships by identifying appropriate resources and guiding clients to them.
  • Making Referrals
    Guides you through introducing solutions and gauging interest in them. Uncover ways to establish a connection between the client and the appropriate specialist or resource. Gain insight into revisiting referrals to improve sales performance.
  • Effective Referrals – Apply What You’ve Learned
    Practice connecting clues about needs to products and services using the Effective Referral Model.

Audience: Branch and administrative office staff, call center staff, tellers, new hires, and anyone who may interact with customers.

ABA Certificates:

The New York Bankers Association is a Local ABA Training Provider.

NYBA Professional Development at (212) 297-1679 or education@nyba.com.
Enroll Online
Member $55 
Non-Member $75 

Full Course List

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To license this course for multiple learners, contact NYBA Professional Development.