Featured Program

Successful Customer Service & Sales

In today's competitive marketplace, everyone must sell in the account-opening process. As a result of this course, employees will:

  • learn how to build trust
  • learn to gather sensitive personal financial information
  • know how to move up the trust continuum
  • understand features vs. benefits
  • learn the 3-product rule
  • know how to state rules & policies in a positive way
  • learn the specific steps to say "no" when it's necessary
  • know how to obtain & retain customers
  • learn to overcome common objections
  • understand how to close the sale

This program is part of our 5-star Personal Banking Essentials series, & it's a must-see for every employee who interacts with customers. Contact us for more information.

 



Products: Customer Service

Title Catalog #
Basic Banking Etiquette PR-109
Cross Servicing: Making Good Things Happen For Your Customers ST-124
Customer Retention & Service Quality CS-103
Customer Service is a Contact Sport CS-118
Customer Service: It's Good Business & It's Everybody's Business CS-104
Determining Customers' Needs (Personal Banking Essentials Series) PB-104
Everybody's Somebody's Customer CS-114
5-star Service Solutions (Members Only) SB-101
How to Better Serve Your Senior Customer CS-111
How to Handle the Difficult Customer CS-110
I Didn't Sign On to Sell! (4-part Series) ST-125-128
I Didn't Sign On to Sell! Program 1 ST-125
I Didn't Sign On to Sell! Program 2 ST-126
I Didn't Sign On to Sell! Program 3 ST-127
I Didn't Sign On to Sell! Role-Plays Only ST-129
In Control: How to Manage the Angry and Emotional Customer CS-120
Key Communication Skills for the New Accounts Person CS-109
Management Perspective on Customer Retention & Service Quality CS-101
More Basic Banking Etiquette PR-110
Selling in Banks: A Blueprint for Management (I Didn't Sign On to Sell Series) ST-128
Successful Customer Service & Sales (Personal Banking Essentials Series) PB-105
Teamwork, Pride & Professionalism BD-104
Telephone Receptionist CS-112
Telephone Skills CS-107
What Do You Do After You Say Hello? CS-113
Would You Do Business With You? CS-115
You and Your Customers (MTT4 Unit 2) MTT4-102
Your Image is On the Line CS-116

 


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