Effective Client Referrals

Course Number: ECR1

Course Code: ABA 013

This course will provide participants with the skills needed to make confident and effective referrals. This course supports the Relationship Selling model used in the Introduction to Relationship Selling program.

Learning Obj​​​​ectives
After completing this course, students will be able to:
– Describe what clients expect from their bank
– Identify the four steps in the Effective Referral Model
– Identify sales and service referral opportunities
– Match referral opportunities with the appropriate financial need type
– Make an effective referral using the appropriate referral technique
– Follow up with a client

ABA Diplomas/Certificates​: This course applies to the following ABA Certificates:
– ​Bank Teller Certificate
– Customer Service Representative Certificate
– Personal Banker Certificate
– Residential Mortgage Lender Certificate
– Universal Banker Certificate​​​​.

Audience: In-bank and operations personnel who service client transactions and are in a position to identify referral opportunities

Prerequisites: n/a

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Member Price: $95.00
Non-Member Price: $135.00
Textbook Charge: $0.00

Credits: ICB: 2.0 CLBB

Length: 1 hour 30 minutes

ABA Training