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Needs Based Selling for Banks Series
The Needs Based Selling for Banks online learning series will improve your ability to use a needs-based sales process designed to increase customer retention and generate additional profits for your bank, credit union, or financial institution.
There are five inter-related online modules. Sessions 1 is free. Purchase sessions 2, 3, 4, and 5 individually or as a series.
Your Registration Includes:
1. Practical skills-based sales training, on your schedule, at your location.
2. Downloadable worksheets.
3. Free access to Session 1 Needs Based Selling Overview
4. Access to your purchased sessions for up to 6 months.
Session 1: Overview of Needs Based Selling (Free On Demand Webinar, 77 minutes) Session 1 in our Needs Based Selling for Banks Series provides an overview of the needs based selling process and includes a role play activity that can be used throughout the Needs Based Selling webinar series.
NOTE: THIS EVENT IS FREE AND DOES NOT REQUIRE REGISTRATION.
Access the free session: Needs Based Selling Session 1
Session 2: Questioning and Listening for Needs ($35 On Demand Webinar, 63 minutes) Session 2 in our Needs Based Selling for Banks Series teaches the critical skills of questioning and listening. You cannot effectively be a needs-based seller if you don’t identify the customer’s needs and expectations.
Session 3: Presenting Information, Gaining Commitment, and Cross-Selling ($35 On Demand Webinar, 62 minutes) Session 3 in our Needs Based Selling for Banks Series teaches how to present information well and gain commitment from the customer to advance the sale forward. It includes tips on how and when to cross sell.
Session 4: Strengthening Relationships and Following Up ($35 On Demand Webinar, 85 minutes) Session 4 in our Needs Based Selling for Banks series teaches the relationship side of needs-based selling, which is essential to do well with new and current customers. You will learn how to build rapport with new customers, strengthen relationships with all customers, and to "wow" customers when possible.
Session 5: Handling Objections, Complaints, and Difficult Customers ($35 On Demand Webinar, 79 minutes) Session 5 of the Needs Based Selling for Banks online series covers handling objections, complaints, and difficult customer situations. Although you shouldn't encounter these types of situations often, it is important for everyone who interacts with customers to do this well.
AudienceThis Needs Based Selling online learning series is most appropriate for those banking professionals who directly interact with customers, such as tellers, customer service representatives, Branch Managers, and outside sales professionals. Bank officers and managers who have staff attending this training may also wish to attend so that they can actively reinforce the training effort. Managers can also use the online series to facilitate training workshops with their team. Participants may choose to attend individual sessions or the entire series and may attend alone or share a computer and participate with colleagues.
All Events in this Series: