Interactive

Teller Sales Referral

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.

Included with Team Membership

About This Course

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.

 

*This course does NOT qualify, nor meet the National Standard for NASBA accreditation. 

Training your team?

This course is covered under team memberships.

See Team Memberships
Buying for yourself?
$ 89
Included with Team Membership
Training your team?

This course is covered under team memberships.

See Team Memberships
$ 89
per attendee