Cross-Selling Deposit Products

Cross-Selling Deposit Products


Price: $95 members; $130 non-members

Member Online Registration | Non-Member Online Registration
This course is also available at discounted prices under an annual license. A Learning Extension is available for this course.  Call or email for details.
Participant’s Handbook and Trainer’s Guide – Tools for in-house training

Handbook: Catalog #3003703; $47.25 member; $73.50 non-member

Trainer’s Guide: Catalog #3003704; $95 member; $135 non-member

Please note:  Cross-Selling Deposit Products is printed on demand as ordered.  The Handbook and Trainer’s Guide may not be returned.
Course Description: This course offers logical steps for selling deposit products effectively.  The course teaches how to conduct sales interactions with clients, and how to prepare for effective cross-selling to maximize sales of deposit products and ensure client satisfaction.  Course exercises provide opportunities to practice cross-selling concepts through realistic client scenarios.
Audience:  Any bank personnel in a position to discuss deposit products and services with customers.
Learning Objectives:  At the conclusion of the program participants will be able to:
  • Explain the importance of cross-selling
  • Describe typical bank products and their features and benefits
  • Interpret clues and identify customer needs
  • Cross-sell deposit product solutions that match customer needs
  • Respond to questions and objections from customers
  • Close the sale or refer the customer.
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008