Cross selling tips for tellers
[PDF File]Teller - Republic Bank
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The role of the Teller is to be welcoming, build rapport, and provide outstanding service to the Bank clients ... and efficiently cross-selling bank products and services to both current and potential customers. ... • Provide support to new and less experienced Tellers, answering questions and finding solutions to
[PDF File]Elements of a Successful Teller Training Program T
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At SNB, new tellers spend a mini-mum of 10 days in training—a com-bination of classroom sessions, videos and tutorials, and on-the-job training. They also spend time observing tellers at work. “We want new tellers to be comfortable with all the elements of the job before they are out on their own on the teller line,” says Fletcher.
[PDF File]Purpose Training material instructing bank tellers how to ...
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Purpose Training material instructing bank tellers how to determine customers’ needs and discover opportunities to enhance customers’ financial relationships Prepared By Jason Trost. EVALUATE STAGE A key part of relationship building is exploring opportunities to further the financial relationship
[PDF File]Unit 1: Talking With Your Customer
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– to purchase what that store is selling. Shoppers want to buy. Your job as a sales associate is to ensure that customers’ needs are satisfied – to help them complete the buying process. Once you’ve established a friendly connection with a customer, your next challenge is to determine exactly what the customer needs – both goods and
[PDF File]Unit 1 – Overview of Retail Banking
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Professionalism Tips and Techniques . Working with Confidential Information . Working on a Team . ... Introduction to Customer Service for Tellers . Chapter Overview . Customer Service Challenges . ... Cross-Selling Chapter 1 – Retail Cross-Selling . Chapter Overview . Cross-Selling Challenges .
[PDF File]Cross-Selling Credit Union Services - CU*Answers
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Cross-Selling Credit Union Services and Next Suggested Product 3 OVERVIEW OF CROSS SALES, GENERATE LEADS AND SALES TRACKER Cross Sales is part of a full-feature sales system that included Cross Sales, Sales Tracker and Generate Leads. Sales Tracker is a historical record of all sales interactions with members.
[PDF File]TELLER TRAINING . . . . . . . . . . . . . . . . .5
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6 Today’s Personal Banker must know more than ever before—products, services, legal and compliance issues, documents and disclosures. They must also know how to spot
[PDF File]SEPTEMBER 2014 WISCONSIN BANKERS ASSOCIATION …
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SEPTEMBER 2014 WISCONSIN BANKERS ASSOCIATION FOUNDED 1892 Just 15 or 20 years ago, the primary reason for ... that cross-selling role into a formalized position, often called a universal banker or ... who start as tellers but want to grow into different positions within the bank. Why is this model
[PDF File]Strategies and Tactics to Improve Deposit Growth
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Strategies and Tactics to Improve Deposit Growth Margaret Kane President and CEO Kane Bank Services 488 Hopkins Road Sacramento, CA 95864 ... • Deposit customers are the best source of cross-selling ... collateral for tellers and platform reps
[PDF File]Sample Call Center Script - Up Sell Cross Sell
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Sample Call Center Script: Up Sell / Cross Sell Amanda Captain’s Closet. This is Amanda. How may I help you? Victor Hi. I’m looking to place an order for my wife. Amanda Okay sir. May I have your name? Victor Sure. My name’s Victor. Amanda Okay, thank you Victor. And what is it you would like to order? Victor I’d like one zip-back ...
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