Relationship Sales Suite


This suite of two courses and one exercise module explores ways to understand and meet clients’ needs through consultative or needs-based selling. Completing this suite provides tips and tactics for retaining customers and meeting business goals, and introduces the Relationship Sales Process. Concise, impactful lessons can be applied on the job immediately.

Duration:  Approximately 15 minutes.

Courses:  (only available as a suite)

  • The Relationship Sales Process
    Guides you through understanding and meeting clients’ needs and expectations, rather than focusing on selling products. Explore the Relationship Sales Process as a method to help improve sales effectiveness.
  • Consultative Selling
    Guides you through the role of a sales consultant. Develop an understanding of client needs as a way to build relationships. Learn how to utilize product knowledge as a means to recommending products and services that match needs.
  • Relationship Sales – Apply What You’ve Learned (Exercise)
    Practice applying the Relationship Sales Process and consultative selling skills to client interactions.

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.