Effective Referrals
Price: $ 159.00 (USD)
Add to Cart
Have a question about this course? Contact a representative.
Course Description
This course provides branch or operations personnel with the skills to provide confident and effective referrals. By the end of the course, students will be able to identify sales and service opportunities and use benefits statements to make the referral."
Back to Top
Course Outline
Module 1: Course introduction, Module 2: Why make referrals? , Module 3: Recognizing clues, Module 4: Responding to clues , Module 5: Making the referral , Module 6: Revisiting the customer , Module 7: Course conclusion Where do you go from here?, 5- We'd love your feedback, 6- Course survey "
Back to Top
More Information
| Language | English |
| Course Length | 2.90 hours |
| Duration of Access | Three Months |
| Vendor | Zoologic (Read more about Zoologic accreditation.) |
| Course Certification | Zoologic Certificate for the CPE Credits |
| Prerequisites/Audience | Before proceeding through this course, students should have a basic knowledge of their bank's or financial institution's products and services" |
| Requirements/Materials Included | MSIE 5.5, Flash v 5.0" |
Price: $ 159.00 (USD)
Add to Cart














