Sales for the Frontline: Raising the Bar
Attention all call center and frontline staff … your customers are interested in learning about how your bank can meet their financial needs.

Increase your knowledge and skills in prospecting, sales and referrals by learning how to cross-sell with confidence.

If an employee doesn’t know how to converse with a customer or feels unprepared for questions about products and service benefits, it is not likely that the conversation will happen. Especially when you factor in employees’ perception that customers don’t have time and that they will ask if they need something. However, research proves that customers are interested in ways the bank can help them with their financial needs.

Preparation and curiosity are the keys to successful referrals and cross-sells. Attend this webinar to improve your product knowledge and customer engagement skills and become a pro at switching from the transactional part of the job to a proactive opportunity-seeking role.


  • Preparation: what does it entail?
  • Product and service customer targets
  • Building product matching guides
  • Using curiosity to build relationships
  • Curiosity-seeking questions
  • After the referral: multiplying referrals
  • Changing your mind-set


Tellers, frontline staff, supervisors or managers responsible for increasing referrals, and trainers charged with increasing the knowledge and skill-sets of tellers, frontline staff and call center representatives.


Janice Branch, is a Senior Training Consultant for InterAction Training with over twenty years of experience. She is a Certified Bank Training Professional and has all the right stuff to wow her participants. Janice is the go-to person when it comes to teaching how to coach, manage, lead, negotiate, service, sell or train at every level in an organization.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $590.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.