Community Bank Suite: Sales Skills

This suite of courses includes lessons on relationship building and sales planning, with topics including client portfolio management, creating sales portfolios, relationship sales and consultative selling.

Courses

• Relationship Sales Suite
  • The Relationship Sales Process
  • Consultative Selling
  • Relationship Sales – Apply What You've Learned
• Sales Planning Suite
  • Creating Sales Portfolios
  • Managing Client Portfolios
  • Planning a Call
  • Sales Planning – Apply What You’ve Learned

Audience

Branch and administrative office sales staff, call center staff, tellers, new hires, and anyone who may interact with customers.

Course Credits

The courses in these suites apply towards ABA Certificates.