Spanish for Banking is an innovative, self-paced, online Spanish course designed for banking and credit union professionals wanting to communicate with their Spanish-speaking customers. Learn More>>
Describe small business fundamentals including business legal structures/characteristics, types, needs/expectations, and operating/life cycles Explain the importance for planning calls and setting call priority Identify call situations and associate them with the.. Learn More>>
Explain the importance of cross-selling. Describe typical bank products and their features and benefits. Interpret clues and identify client needs. Cross-sell deposit product solutions that match client needs. Respond to questions and objections from clients. Learn More>>
Describe small business fundamentals Explain the benefits of following up after a sale Act on opportunities to service and grow small business client relationships Monitor client relationships by analyzing financials, client records, and resources... Learn More>>
Use demographic information to match bank products to the client base Learn More>>
Describe the benefits of building and retaining client relationships Identify the steps of the portfolio process Assess sales potential of clients Set criteria that support sales and client retention Group clients in a portfolio Organize portfolio to... Learn More>>
Describe what customers expect from their bank Identify the four steps in the Effective Referral Model Identify sales and service referral opportunities Match referral opportunities with the appropriate financial need type Make an effective referral using the appro Learn More>>
Identify your role as a sales coach. Learn More>>
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