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Cross Selling At The Teller Window

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For Greater Service - Program Outline


Being a teller is more than providing quality customer service and balancing at the end of the day. Cross-selling your bank’s many services is a major part of a teller’s responsibilities. Find out how you can improve your referral and cross-selling skills with the teller in mind. Listening skills and questioning skills will be discussed along with how to identify customer needs and making referrals.

What will be covered:

  • First Impressions: Make it Count
  • Listen Effectively
  • Ask the Right Questions: Probe for Results
  • Provide for Needs of Customer: Features and Benefits
  • Telephone Tips
  • Handling Resistance
  • Making the Referral

…I wasn’t hired to be a salesperson and I really hated all of the incentive programs and the push to make us tellers salespeople. After attending this training I look at it differently. MBC showed us how cross-selling is really providing great service. My customers are actually happy when I suggest something. Selling isn’t so bad when you approach this way…

Target Audience: Bank Tellers

This presentation can be customized to fit the time frame for your event in keynote, breakout, half-day, or full-day format. We can also complement this topic with elements from other programs based on your overall event objectives.

Consider these complementary topics:

  • Championship Teamwork: Everyone Makes A Difference
  • Difficult People: Making Relationships Work
  • Telephone Skill
  • LOP: Learning Our Products
  • Quality Customer Service…Really!
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