Alabama Bankers University :: Marketing :: Listening for Sales Cues

Listening for Sales Cues

Listening for Sales Cues
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Course# MARK-LISTEN-09
Price: $159.00
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Tellers have more contact with more customers than all other employees combined. As a result they have a better opportunity to learn more about the customer’s overall life picture. This program teaches tellers and other frontline staff how to pick up on the “cues” that come up in casual conversation with customers and how to use them as stepping stones for expanding the relationship.

Tellers are the “face” of the bank. When you say who is your banker to the average customer, they think “teller.” By the end of this online program, viewers will have an idea of the uniquely personalized services tellers provide. Viewers will learn how to listen for the customer describing a lifestyle event through ordinary conversation.
 
Participants will also learn how to effectively refer the customer to the platform or to the branch manager, without product pushing!!

In addition to the video presentation, each participant will complete an action plan to identify one concrete change the viewer will commit to making immediately upon returning to work. The branch manager is able to manage and measure the results of the changes

Agenda:
  • Service is the key
  • Critical role of the teller
  • NO PRODUCT PUSHING!
  • Opportunities to help
  • Lifecycle events
  • Designing the referral form
  • Action Plan

Workshop Resources: This program provides materials and information to assist in developing an action plan for identifying sales cues in casual conversation with customers. Program participants receive a manual, accompanied by a 28 minute video webcast.
Expected Audience:This video presentation is designed for the teller, head teller, lead teller, and branch manager in a retail banking environment.
Speaker: Jennie Sobecki, is a principal with Focused Results, LLC. Ms. Sobecki has over 20 years of results-driven process consulting, sales management, and training experience in financial services. An expert in designing and implementing sales efforts and processes, Ms. Sobecki designs solutions to drive top line growth through better utilization of existing sales forces in banks, insurers, and other financial institutions.
Ms. Sobecki is a graduate of Indiana University and has a certificate in consulting services from Ball State University. An entertaining and charismatic speaker and consultant, Ms. Sobecki consults with numerous financial service organizations to enhance revenue, sales, sales leadership, and organizational performance. Her processes routinely generate three-fold increases in vital sales activity, and double-digit increases in deposit and loan volume.
 

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