Let’s face it. If you were to list every bank or credit union in your community, they pretty much have the same products and services: savings, checking, loans, business accounts, and more. This means that the real difference maker is you. And if someone is going to trust their financial lives with anyone, it needs to be with someone they trust. Someone that’s looking out for them. Someone that can help them. And that someone is YOU! You want to provide the best service for your customers or members. You want to find ways to help them save money, save time, and make their lives better. But you don’t want to “sell.” You don’t want to be pushy. You just want to help those that you serve.

Whether you’re a community bank, credit union, or other financial services provider, you know how important trust and relationship building is. And that’s exactly what this course is. It’s also self-paced. Some videos are only 2 or 3 minutes long. Others may only be 8 or 10 minutes long. Think of this as “bite-sized” training.

You will learn:

1. How to build rapport and trust.
2. How to ask good questions.
3. How to listen.
4. How to make recommendations.
5. How to follow up.

You won’t learn:

1. How to sell.

Because you don’t sell. You help. I’ll show you how. Let’s GO!!!!