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Relationship Sales Suite

This suite of two courses, one exercise module, and one toolkit* explores ways to understand and meet clients' needs through consultative or needs-based selling. Completing this suite provides tips and tactics for retaining customers and meeting business goals, and introduces the Relationship Sales Process. Concise, impactful lessons can be applied on the job immediately.

Duration: Approximately 15 minutes
Created: January 2018


*Only available as a suite

  • The Relationship Sales Process
    Guides you through understanding and meeting clients' needs and expectations, rather than focusing on selling products. Explore the Relationship Sales Process as a method to help improve sales effectiveness.

  • Consultative Selling
    Guides you through the role of a sales consultant. Develop an understanding of client needs as a way to build relationships. Learn how to utilize product knowledge as a means to recommending products and services that match needs.

  • Relationship Sales – Apply What You've Learned (Exercise)
    Practice applying the Relationship Sales Process and consultative selling skills to client interactions.

  • Toolkit
    Guides you through working with a coach to increase learning retention and provides additional reference materials for on-the-job application of consultative selling skills.


Branch and administrative office sales staff, call center staff, tellers, new hires, and anyone who may interact with customers.

Course Credits

ABA Certificates: This suite applies to the following certificates:

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Questions? Please contact for more information.




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


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