Cross-Selling Deposit Products
Cross-Selling Deposit Products teaches students how to sell deposit products effectively. Students will learn how to conduct sales interactions with clients, and how to prepare for effective cross-selling to maximize sales of deposit products and ensure client satisfaction. Course exercises provide opportunities for students to practice cross-selling concepts through realistic client scenarios.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.5 ; ICB: 0 |
| Prerequisites | Students should have a basic knowledge of their bank's or financial institution's products and services |
| Required Software | None |
| Optional Software | Adobe Acrobat Reader and RealPlayer |
Audience
Any bank personnel in a position to discuss deposit products and services with customers.
Learning Objectives
After completing this course, students will be able to:
- 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
- Close the sale or refer the client
Enrollment: To enroll in this course, please click on the link below for the registration form. Print and complete the form and submit it to your supervisor for approval. Then submit the approved form to your human resources department for processing.