Recognizing Cross-Selling Opportunities (2 hours)

Minimum # of participants: 15
Maximum # of participants: 30

This session is designed for any branch employee involved in recognizing sales opportunities or making referrals. This interactive training session will:

• Discuss what cross-selling is, the importance of cross-selling, and how to recognize opportunities
• Present various designs that represent how a customer/member perceives financial institutions
• Identify the techniques of successful cross-selling
• Explain each package program feature with details on how to receive it, how to use it, and the customer value

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