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Case Study

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Case Study: Tellers and RSP's

Reinforce to the team:


Case Study: Shopping Electronics

Reinforce to the team the importance of asking their clients some questions before they begin telling them about a product.


Case Study: Sales = Service

Reinforce to the team that when they are being proactive and practicing good sales skills they are ultimately providing exceptional service to their clients.


Case Study: Dead Air

Reinforce to the team that the starting point in all cross selling opportunities begins with getting clients talking and that they should recognize opportunities to do so.


Case Study: Account Opening

Reinforce to the team the importance of the account opening process and the necessity to look past initial comments made by the client that makes it sound like they are not really there to buy.