The Art of Asking Questions: Your Key to Bank & Credit Union Sales -- Part 2

Teresa Allen

Teresa Allen works with financial institutions who want to improve sales and customer service performance in order to build success and grow profits. Teresa is owner of Common Sense Solutions, a national training and consulting firm. She is a member of the National Speakers Association and past recipient of the ASTD Professional Trainer of the Year Award. Teresa has presented to the financial industry for over fifteen years at local, state and national meetings. She is author of Common Sense Service: Close Encounters on the Front Lines and is co-author of The Service Path: Your Roadmap for Building Strong Customer Loyalty. Teresa is a graduate of Miami University in Oxford, Ohio where she earned her B.S. in Business Administration with a degree in Marketing.

Wednesday, March 26th, 2008
10:00 am - 12:00 pm CT

Part I and Part II are described below the overall course desciption. It is recommended but not required that participants in Part II have taken Part I.

Are your staff members maximizing the relationships with your customers and members? Join nationally recognized financial industry sales expert Teresa Allen as she conducts a two part workshop sure to bring results to your financial institution! Through a series of interactive exercises, participants will master the basic consultative sales skills necessary to grow your relationships and build trust.

Participants should bring a basic product brochure with them to class.

*It is strongly recommended that at least two participants be signed up at each location as some exercises require participant interaction.*

Covered Topics:

Part II:

Part II will build on the fundamental sales skills learned in Part I in the following specific areas:
- Handling Objections
- Closing Techniques
- Easy Cross Sells
- Selling to Seniors
- Techniques for Selling Credit Cards and CDs

Who Should Attend?

New Accounts Representatives, Secretaries, Tellers, Customer/Member Service Representatives, Telephone Service Representatives, Branch Managers, Loan Officers and any other customer contact personnel.

Sign Up!

On-Demand Recording Only - $255: Unlimited playback & materials only. If you are unable to attend the regularly scheduled event, but are interested in the topic, you can purchase the recorded version. You will receive a web address for online viewing and an audio CD and handouts for offline viewing.