P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Cross-Selling Deposit Products
Course Description: Cross-Selling Deposit Products offers logical steps for selling deposit products effectively. This course teaches how to conduct sales interactions with clients, and how to prepare for effective cross-selling to maximize sales of deposit products and ensure client satisfaction. Course exercises provide opportunities to practice cross-selling concepts through realistic client scenarios. Audience: Any bank personnel in a position to discuss deposit products and services with customers. Learning Objectives: After successfully completing this program, you will be able to:   • Explain the importance of cross-selling   • Describe typical bank products and their features and benefits   • Interpret clues and identify client needs   • Cross-sell deposit product solutions that match client needs   • Respond to questions and objections from clients   • Close the sale or refer the client Course Credits: AIB: 0.5 ICB: 2.5 Prerequisites: Students should have a basic knowledge of their bank's or financial institution's products and services Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $95   •   Nonmembers $130       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association