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Spotting Opportunities and Making Referrals Webinar


Institutions have a vast array of products and services that many depositors need and want. The people who interact with depositors daily – frontline and call center employees – have a unique opportunity to promote these solution and grow the relationship.

Frontline and call center staff are expected to assist the depositor not only with transactions and questions and concerns but to listen to the life events shared by the depositor. These shared life events can become an opportunity for the institution to provide solutions. In this webinar, you’ll learn how to become comfortable offering products and services that help meet depositors’ needs.

What You’ll Learn

  • Changing Our Mindset
  • What Preparation Entails
  • Product and Service Customer Targets
  • Building Product Matching Guides
  • Using Curiosity to Build Relationships
  • Multiplying Referrals

Who Should Attend
All frontline and call center staff would benefit from this webinar, as well as trainers and supervisory personnel.