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Selling in the Teller Line: Using the BRIGHT Approach Webinar

April 23, 2025 10:00 am - 11:30 am
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Through real-world examples and practical case studies, participants will see how to apply the BRIGHT approach in customer interactions, focusing on key techniques such as listening for clues, making effective recommendations, and confidently closing conversations. These scenarios will provide actionable insights that attendees can immediately implement in their roles. This session is perfect for tellers and frontline staff looking to make a meaningful impact.

What You’ll Learn

  • The BRIGHT approach: a simple, memorable framework for successful customer interactions
  • How to confidently greet customers and create a welcoming experience
  • Techniques for reviewing customer information and observing key clues
  • How to ask the right questions to uncover customer needs
  • The difference between features and benefits – and how to highlight what matters
  • Steps to make personalized recommendations and close conversations effectively
  • Real-world examples to bring concepts to life

Who Should Attend
This session is ideal for tellers, frontline staff, and supervisors who want to improve customer interactions, enhance their recommendation skills, and contribute to the success of their institution through exceptional service. Whether new to the role or experienced, participants will gain practical tools they can immediately implement at their stations.