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Starting Sales Conversations for Credit Union and Bank Tellers

This course will give credit union and bank tellers simple techniques that will help them sell more product without dramatically increasing the line up.

Credit union and bank tellers have the toughest job in the world when it comes to selling. They are told to spot opportunities, cross sell products and services all while keeping their line ups to a minimum. Is it any wonder why they find it difficult to sell? Especially when you consider the customer usually wants to get in and out of the branch quickly.

This course includes a 20-minute presentation that outlines the challenges associated with selling on the teller line and describes three simple steps a teller can take to get the customer to agree that they want to hear about the product they are thinking of selling.

To reinforce the points and increase retention there are a series of dramatizations that clearly model the techniques that will give tellers the skills and confidence they need to succeed.

Duration: 30 minutes

Cost: $49 CDN (Single-person license for 60 days after first login)

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Sales training for tellers

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