Tellers Drive to the Bottom Line

Jan 24, 2018 11:00am -
Jan 24, 2018 12:00pm

Event Description

Tellers are being trained to identify customers or prospects who might want to buy products and services. This task requires tellers to learn about the various financial products and services the bank offers, so they can explain them to customers and prospects and refer interested customers or prospects to appropriate specialized personnel. This session will focus on how to create awareness of products and services.

During this session we will discuss uncovering a customer’s or prospect’s name during the interaction, creating awareness of products or service campaigns, learning to identify customer or prospect clues that allow tellers to create awareness of products or services, including financial benefits within Tag-on scripting, and making a “warm” referral to the proper specialist.



This interactive session will benefit those who lead new account representatives and those who open new accounts.


If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Virtual Workshops
Early registration ends on Sep 23, 2017.
Regular registration starts on Sep 24, 2017 and ends on Nov 23, 2017.
Late registration starts on Nov 24, 2017.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $295.00$295.00$320.00
Non-Member Fee: $440.00$440.00$465.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00