What You'll Learn
Course Overview: Topics include your role at the bank, how to assess when a customer is interested, the “S” technique, and much more.
Learning Objectives:
-
Identify your role in helping sell a product
-
Assess when a customer might be interested in hearing about a new product
-
Understand how to use the “S” technique
-
Apply what you have learned in helping refer a customer to a new product
Audience: Tellers
Length of Course: This course takes approximately 30 minutes to complete.
You Might Also Like
You know that customer experience is critical to enlarging relationships and creating brand advocacy with your customers. And, you know that your frontline are the ones that have the interactions that give your customers that exceptional experience. The problem is supporting your frontline in lea...
Instructor: Lisa Beck Schuck

Many financial institutions struggle with setting appropriate exposure limits for ACH and RDC clients. This course explores NACHA-defined exposure, effective calculation methods, and best practices for setting limits. Attendees will also learn how to handle temporary over-limits and permanent lim...
Instructor: Terri Sands

Account Officer Training on ACH/RDC Credit and Transactional Underwriting, Setting Exposure Limits and Performing Periodic Reviews




Robbery training is a requirement. But preparing all employees to prevent and safely respond to robbery should be more than that. How can we make sure our employees are properly prepared should a robbery occur? Safeguarding our assets is crucial, and our employees are our most valued asset. Alt...
Instructor: Carol Dodgen


Working with relatives of an accountholder who has recently passed can be difficult and emotionally trying. The situation becomes more stressful when banks and CUs are unsure of proper procedures to follow. This informative branch webinar guides frontline staff through the sensitive process of as...
Instructor: Dawn Kincaid
