Effective Referrals
Effective Referrals provides branch or operations personnel with the skills to provide confident and effective referrals. By the end of the course, students will be able to identify sales and service opportunities and use benefits statements to make the referral.
| Price | $130 Nonmembers / $95 Members |
| Course Credits | AIB: 0.25 ; 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
Bank/operations personnel who service client transactions and are in a position to identify referral opportunities.
Learning Objectives
After completing this course, students will be able to:
- 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 appropriate referral technique
- Follow up with a customer when necessary
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.