Branch service and sales series

“Branch Series”

The Branch Service and Sales Series teaches need-to-know sales-and-service techniques for all branch employees, with particular emphasis on tellers. Modules range from fundamental quality-service skills to identifying sales and referral opportunities. The series is implemented in-branch. It is a highly efficient method for motivating employees to change their service behaviors and for raising client satisfaction levels and increasing sales revenues. The Branch Service and Sales Series consists of 13 five- to 20-minute high-impact modules on DVD. The modular format allows a variety of scheduling options for structuring the initial rollout and subsequent reinforcement sessions.

The key skills that tellers and branch employees will learn in the Branch Service and Sales Series are:

How to provide extraordinary client service

  • How to help clients quickly and courteously
  • How to handle questions, complaints, and irate clients effectively
  • How to use Tag-ons to educate clients and identify referral opportunities
  • How to make effective referrals