Tele-Consulting: Parts I & II


Price: $95 members; $130 non-members

Member Online Enrollment | Non-Member Online Enrollment
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.
Course Description:  Part I – Planning the Call Teleconsulting: Planning the Call provides a planning strategy for professional bankers to prepare to make calls to clients. This course focuses on client profiles that are specific to each client in order to evaluate sales potential. To keep the reason for the calls focused and to make clients feel at ease from the start, this course explores the importance of creating call objectives, scripted introductions and questions. REVISED: 2009
Part II Making the CallTeleconsulting: Making the Call provides a strategy for professional bankers to make calls to clients in the most professional manner possible. It focuses on the unique challenges of telephone sales and the three-step approach to overcome clients’ objections when presenting product features and benefits. This course explores appropriate ways to close the sale using the assumptive close, and six tips for using a system to follow up with clients. 
Audience:  For Part I and II: Banking professionals who are familiar with the basic sales cycle and who need to plan outbound telephone service and sales contacts with an assigned customer portfolio. 
Learning Objectives:
After completing Part I: Planning the Call, students will be able to:
  • Describe the common challenges of teleconsulting
  • Identify service and sales potential for existing customers
  • Plan an interview that stays focused on the purpose of the call
  • Prepare a call invitation to ensure customer participation
  • Plan interview questions to verify customer needs 
After completing Part II: Making the Call, students will be able to:
  • Establish a rapport and gain customer interest
  • Make an effective teleconsulting product presentation
  • Use scripts to handle common teleconsulting objections
  • Use an organized follow up system
Prerequisites:  A basic understanding of the sales process and knowledge of banking and financial products recommended.
Course Credits:  ICB – 2.0
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