About This Course:
Designed for financial institutions that are serious about becoming a world-class sales organization, this dynamic webinar will help raise the bar when it comes to effective cross selling. When the customer walks in, drives up, emails, or phones, the organization starts racking up points, for or against, tightening up the relationship and setting the stage for cross selling.
Aimed at the frontline staff including tellers, customer service representatives, call center personnel, account managers and branch managers, this program teaches participants how to excel at cross-selling and referrals. Honey Shelton will teach you how to implement skills, strategies and standards that will raise the bar when it comes to cross-selling outcomes.
Be reminded of the importance exceptional service plays in obtaining referrals and increasing sales outcomes. In order for your institution to have a service advantage in your market your staff must be aware, alert and well-trained about how to get the community talking about the friendly experts at your organization. Make service advantage your key to excelling at cross-selling.
What We Will Cover:- Getting started
- Knowing your products and knowing your customers
- Packing a sales tool box
- The Four P's of Prospecting: Plan, Pitch, Probe and Present
- Two best ways to grow; referrals and cross-selling
- Spotting sales opportunities, asking great questions
- Know your lines
- Join the hunt for new business; bundle, see and find!
- Timing can be everything
- Take care of business
- Inside and outside sales
- Relating the sale to the buyer
- Dealing with a "no" and rejection
- Creative follow-up options
Who Should Attend
All frontline personnel, trainers, teller supervisors, and branch managers will benefit from this information packed webinar.
The PresenterHoney Shelton brings the best of both worlds to her speaking and training engagements. She has 25 years of experience as a training and quality improvement consultant for banks and banking associations across the country. Her banking background includes spending three years as Executive Vice President/Chief Retail Banking Officer with First Victoria National Bank.
Nationally recognized as an outstanding speaker, over a half million bankers have participated in programs Honey has presented. Her depth of knowledge, enthusiasm, and compelling personality has left her lasting mark on InterAction Training, the firm she founded in 1983.
As a graduate of the School of Bank Marketing from the University of Colorado, she realizes the value of quality education. Honey invests time as a faculty member for banking schools around the country. She is a repeat presenter for most of the state banking associations.
Honey continues in her own personal pursuit of excellence and is a member of the American Society of Training and Development (ASTD). Currently she is pursuing a self study program on Six Sigma. She has obtained certification in Reality Therapy from the William Glasser Institute as well as certification from the Training and Development Program at Texas A &M.