Building & Retaining Customer Relationships
Course
Description:

Building and Retaining Customer Relationships teaches participants how to start, manage, and execute a sales portfolio. The course covers all phases of the sales portfolio process, from prioritizing customers to making sales calls. It teaches portfolio techniques and strategies that have been proven effective in sales. Participants learn to recognize, classify, and prioritize customers according to sales potential. 

Audience: This course is most appropriate for banking professionals who currently sell bank products to customers. Participants attending this class should have a working knowledge of their institution's products and services, basic sales techniques, daily planner scheduling and tele-consulting skills or have attended Tele-consulting.
Objectives: After completing this course, participants will be able to:
  • Establish portfolio criteria that supports your institution's business goals
  • Segment customers based on sales potential and financial needs
  • Organize customer portfolios to support and track portfolio activities
  • Prepare for an initial contact with portfolio customers
  • Prepare an action plan for establishing a customer portfolio.
Delivery Options: This course can be delivered in the classroom and is also a self-paced online course .

Please Note: Building and Retaining Customer Relationships is printed on demand as ordered.  The Participant's Handbook(s) and Trainer's Guide may not be returned to ABA.

Participant's Handbook
Catalog #3004625
$57.75 List Price
$36.75 Member Discount

Trainer's Guide
Catalog #3004626
$135 List Price
$  95 Member Discount
 

For more information about this product, please contact Customer Service .