A Hidden Clues Clinic teaches your team how to identify specific financial clues from customers and the actions to take based on those clues. We will run through the process of the clinic as well as how to script the related Tag-on and the benefit statement during a banker conversation.
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.