Service and Sales Skills for Financial Professionals

Raise the level of effectiveness for tellers, customer service representatives, loan officers and financial service representatives. In today’s market your representatives must do more than just answer questions. You spend thousands of dollars to attract customers to call your locations, but how well do your representatives convert these calls to clients or members. Each point of contact with the customer is an opportunity to wow them. You’ll upgrade your entire image with the customer when you provide your team with the training to convert each contact into more sales.

Representatives learn to handle customer inquiries efficiently and effectively. They do more than just answer questions. They set your bank or credit union apart and bring callers into your branches with improved selling abilities.

Training

• Inbound Calls – Converting inquiries into new clients
• Manager Coaching – Learn to coach your team to excel
• Outbound Calls – New program outreach, client or member outreach.

Programs To Ensure Skills Are Implemented

• Customer contacts are recorded once or twice each month and scored according to the call flow defined and customized in the training.
• Employees are coached to reinforce the skills and ensure continual improvement
• Reporting and tracking tools give management insight into each individual’s progress.
• ContactPoint’s call monitoring tools are used by financial institutions to ensure quality and support training initiatives. If you have more than one location, you need our call monitoring.

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