Teleconsulting is designed for bankers who are familiar with the basic sales cycle and want to use the telephone as a strategic tool to enhance their service and sales performance. It helps students understand the unique challenges of telephone sales and learn specific techniques to overcome the common obstacles to success and maximize the advantages when using this sales approach.

Price $130 Nonmembers / $95 Members
Course Credits AIB: 0.25 ; ICB: 2.5
Prerequisites None
Required Software None
Optional Software Adobe Acrobat Reader and RealPlayer


This course is most appropriate for banking professionals who need to make outbound telephone service and sales contact with an assigned customer portfolio.

Learning Objectives

After completing this course, students will be able to:

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.

Registration Form