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Effective Referrals Course

This course will provide participants with the skills needed to make confident and effective referrals. This course supports the Relationship Selling model used in the Introduction to Relationship Selling course. After successfully completing this course, you will be able to: describe what customers expect from their bank; identify sales and service referral opportunities; use benefit statements to make the referral; make the’ hand-off’ to a specialist; and identify follow-up situations and develop appropriate techniques.

Audience: Designed for branch or operations personnel who initiate needs assessment but are not involved in making or closing the sale.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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