OVERVIEW

This Module equips participants to interact with customers in a way that addresses their financial needs, strengthens relationships, and improves customer satisfaction while increasing sales. Participants prepare for and practice customer conversations in groups led by our experts, and receive comprehensive feedback on what they do well and where they can improve. Participants also learn how to handle customer objections.

 

RESULTS & BUSINESS BENEFITS

Upon completion, participants will be able to:

  • Engage in customer interactions that differentiate your organization in the marketplace
  • Increase customer satisfaction, retention, and loyalty
  • Improve sales and lending results at the individual and team levels
  • Increase products per customer/business, cross-sell ratios, and sales growth

 

WHO SHOULD ATTEND

All staff interacting with customers including,

  • personal bankers,
  • branch managers, and
  • sales associates