Effective Client Referrals

This course provides the skills and techniques to identify sales and service opportunities and make valuable and effective referrals for core bank products.

Re-versioned: Sept. 2015

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Describe what clients expect from their bank
  • Identify the four steps in the Effective Referral Model
  • Identify sales and service referral opportunities
  • Match referral opportunities with the appropriate financial need type
  • Make an effective referral using the appropriate referral technique
  • Follow up with a client

​Audience

In-bank and operations personnel who service client transactions and are in a position to identify referral opportunities.

Course Credits


ABA Certificates​: This course applies to the following ABA Certificates:



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​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.

 

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