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

Successful Sales Campaigns

Course Description:
In Successful Sales Campaigns, students will learn to effectively run a sales campaign using step-by-step techniques for involving each staff member in various aspects of the sales campaign. Students will learn how to set campaign objectives and use demographic information to help identify clients who are in need of the product that is being promoted. The course also provides students with methods to handle working on simultaneous campaigns, and for shopping competitive banks and incorporating this into campaign methods.

Audience:
Retail bank personnel who lead or participate in sales campaigns.

Learning Objectives:
After successfully completing this program, you will be able to:
  • Use demographic information to match bank products to the client base
  • Develop a sales campaign that captures the attention of the bank's clients
  • Identify the regulatory limits of bank product advertising
  • Prepare bank personnel for the sales campaign
  • Create and maintain enthusiasm for the sales campaign
  • Use creative methods to track the progress of the campaign
  • Evaluate the results of the promotion after it has ended

Course Credits: AIB: 0.25 ; ICB: 0

Prerequisites: None

Required Software:
A basic understanding of the sales process and knowledge of banking and financial products is recommended

Optional Software: Adobe Acrobat Reader and RealPlayer

Cost: Members $95   •   NonMembers $130


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PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com