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.
WHO SHOULD ATTEND?
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.