Professional Staff Training & Workplace Excellence
Sales, Relationship Management & Growth
Sales, Relationship Management & Growth is a course in Banking Staff Excellence Academy. 10 lessons covering Selling Without Being Pushy — The Banker's Way; Needs-Based Selling — Listen First, Sell Second; Cross-Selling and Up-Selling the Right Way.
10 published lessons · Online learning · Part of Learn & Grow
View the curriculum here. Sign in to access lessons under your learning plan.
What this course covers
- Selling Without Being Pushy — The Banker's Way · 15 min
- Needs-Based Selling — Listen First, Sell Second · 15 min
- Cross-Selling and Up-Selling the Right Way · 15 min
- Deposit Mobilization — Growing the Book · 15 min
- Understanding and Hitting Your Targets · 15 min
- Relationship Management for Key Customers · 15 min
- Customer Retention — Keeping the Account You Won · 15 min
- Turning Customers into Referrers · 15 min
- Reading a Customer's Financial Life to Add Value · 15 min
- Building Your Own Portfolio and Pipeline · 15 min
Continue your learning path
This course belongs to Banking Staff Excellence Academy. Explore the full academy to see the other courses in this learning path.
How to get started
- Create your Learn & Grow account or sign in.
- Review the available access plans and choose the academy you need.
- Work through the lessons and activities in your learning dashboard.
Contact support if you need help choosing the right learning path.