Being able to transition from category to category with confidence and in a manner that is logical is an essential skill for conducting a Needs Assessment. This session will focus on clues and Windows of Opportunities that will allow you to transition with ease to the Day-to-Day Category from Bank Deposits/Investments and Credit.
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.