Branch Service and Sales Series

Provides sales-and-service techniques for all branch employees, with an emphasis on tellers, to improve client service and increase sales and referrals.

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 increasing client satisfaction levels and sales revenues.

The key skills that the organization’s 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 effectively handle questions, complaints, and irate clients
  • How to use Tag-ons to educate clients and identify referral opportunities
  • How to make effective referrals