Cross-Selling Deposit Products


Description: Cross-Selling Deposit Products offers logical steps for selling deposit products effectively. This course teaches how to conduct sales interactions with clients, and how to prepare for effective cross-selling to maximize sales of deposit products and ensure client satisfaction. Course exercises provide opportunities to practice cross-selling concepts through realistic client scenarios.   

Audience: Any bank personnel in a position to discuss deposit products and services with customers.  

Learning Objectives: After completing this course, students will be able to:

  • Explain the importance of cross-selling
  • Describe typical bank products and their features and benefits
  • Interpret clues and identify client needs
  • Cross-sell deposit product solutions that match client needs
  • Respond to questions and objections from clients
  • Close the sale or refer the client