Building & Retaining Customer
Relationships
Length: 4 hours
ABA Member price: $105
Course Description
This course is designed for financial service representatives whose current responsibility is to offer bank products and services to customers.
Audience
This course is most appropriate for banking professionals who currently sell bank products to customers. Students attending this class should have a working knowledge of their institution's products and services, basic sales techniques, daily planner scheduling and tele-consulting skills.
Learning Objectives
After completing
this course, students will be able to:
Describe the
benefits of building and retaining customer relationships.
Establish
portfolio criteria that support their institution's business goals.
Select
customers for a sales portfolio.
Organize
customer portfolios to support and track portfolio activity.
Prepare for an
initial contact with portfolio customers.
Prepare an
action plan for establishing a customer portfolio.