Workshop Details
way to go!
This program is designed for financial institutions that are serious about becoming a world-class sales and service organization. When the customer walks in, drives up, emails, or phones the organization starts racking up points for or against tightening up the relationship.
Aimed at the frontline staff - tellers, CSRs, call center personnel, account managers, branch managers - Way to Go! - teaches participants how to excel at what they do, what is expected of them and what the customer wants from them! Honey Shelton is your instructor for this fast-paced program. She brings 30 years of experience as a banker, a motivator and a consultant on how to implement strategies, standards, and training that will help your bank raise the bar when it comes to sales and service.
Tune in and tune up the frontline!
In order for your institution to have a service advantage in your market your staff must be aware, alert and well-trained about how to get the community talking about the friendly experts at your organization. Tune into this program and get your staff talking about how to accelerate service and sales like the pros you expect them to be. Everyone - your customer, your staff, and your community will be saying Way to Go!
Put Way to Go! to work at your branches and
your competition will be saying what are they doing over there?
What We Will Cover
- Master the Essentials - Appearance, Organization, Skills
- Get Fired Up About Your Job - It's More Fun, More Satisfying!
- Know Your Products - Learn Your Customers
- You Don't Use It - You Will Lose It
- Know Your Lines - What to Say
- Timing - Pay Attention to What the Customer is and isn't Saying
- Take Care of Business - Phone, Email and In-person
- How to Make Service Sizzle in the Drive-Thru - It's the Little Things
- Join the Hunt for New Business - Bundle, Seek and You Will Find It
- Listen for Opportunities - Ask GREAT Questions
- Best Ways to Grow - Referrals and Cross-Selling
- Keep Score - Know How Well You Do Your Job!