Making the Client Suite


This suite of three courses and one exercise module* explores best practices for conducting client calls, over the phone and in-person. Identify specific client needs by recognizing clues that clients provide, and presenting solutions that meet those needs. Completing this suite provides tips and tactics for making client calls successfully. Concise, impactful lessons can be applied on the job immediately.

 Approximately 20 minutes.

Courses:  (only available as a suite)

  • Calling on Clients
    Guides you through best practices for making client calls, both over the phone and in-person. Explore the preparatory steps for making calls.
  • Identifying Client Needs
    Guides you through identifying and understanding clues that clients give about their needs during interactions. Enhance skills for conducting insightful client interviews.
  • Presenting Solutions that Match Client Needs
    Guides you through crafting effective statements and questions that lead to a successful sale. Explore the steps for presenting solutions that match client needs.
  • Making the Client Call – Apply What You’ve Learned
    Practice identifying and understanding client needs, and then presenting solutions to meet those needs.

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.

Questions: NYBA Professional Development at (212) 297-1679 or
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.