Teller Referrals

Tellers have a key responsibility to execute operational excellence, balancing, security, and other fiduciary responsibilities. These frontline associates come in contact with more clients than all other bank employees combined. Their regular conversations create numerous “seed planting” opportunities. Teller Referrals introduces practical referral skills and numerous practice opportunities, all the while eliminating the need to push products or to memorize scripts.

Audience:

  • Tellers and their coaches

Time Frame:

  • One-day classroom module

Prerequisites:

  • None

Tools and Job Aids:

  • Teller Referral Conversation Observation Guide
  • Teller Referrals Job Aid
  • Teller Referrals Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting
816-434-5543

 

 

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