Partnership Sales 1 (PS1) Consumer Banking
This course is for those in retail/consumer banking responsible for calling the bank's most profitable customers and top prospects. Many top retail customers keep a significant portion of their financial assets with a brokerage company. Forward-thinking banks are now more actively seeking to win back this business.
In the past, the role of the personal banker or new account representative in the branch was reactive, waiting for the business to come through the door. This course is designed to teach salespeople to be more proactive and pursue the business.
Those who will find this material beneficial are new accounts personnel, personal bankers, branch managers, trust development officers, investment banking representatives, or anyone who calls on retail customers and prospects. The material includes:
The basics of life event planning
The sales interview
Good questions, good listening
Closing…the four key words
Key factors for building relationships