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Teller Training

Cross Selling at the Teller Window
For Greater Service

Being a teller is more than providing quality customer service and balancing at the end of the day. Cross-selling your bank's or credit union's many services is a major part of a teller's responsibilities.

Find out how you can improve your referral and cross-selling skills with the teller in mind. Listening skills and questioning skills will be discussed along with how to identify customer needs and making referrals.

Some of What You'll Learn

  • First Impressions: Make it Count
  • Listen Effectively
  • Ask the Right Questions: Probe for Results
  • Provide for Needs of Customer: Features and Benefits
  • Telephone Tips
  • Handling Resistance
  • Making the Referral

The cross selling training is provided by our strategic partner Shelley Riebel.

Is your financial institution interested in the Cross Selling at the Teller Window training?  Then contact us today!

Please call us within the U.S. at 800-886-2MAX or send us an e-mail at .

Additional Sales Information

Custom-designed Training, Seminars, and Keynote Presentations

Sales Training or Keynote Presentation Information

Sales Articles


Keynote and seminar speaker Harry K. Jones

Professional speaker Jeffrey W. Drake, Ph.D.

The AchieveMax® team of professional speakers celebrates its 35th year in business in 2015.
Thank you to all our customers for allowing us to "Achieve the Maximum®" for their businesses and organizations.

For more information on our seminars and keynote presentations,
please call 800-886-2MAX or send us an e-mail at .
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