Description
This suite of three courses, one exercise, and one toolkit deepens your product and market knowledge so you can better match products with your clients’ needs. Explore the features and benefits of credit products, retirement products, and treasury management products. Completing this suite develops the key skills needed to create and sustain successful small business relationships. Through a blended-learning approach with micro-lessons, practice exercises and toolkits, lessons can be applied on-the-job immediately.
- Creating Sales Portfolios
- Managing Client Portfolios
- Planning a Call
- Sales Planning – Apply What You’ve Learned
- Sales Planning Skills – Learner Toolkit
