New Accounts: Product Knowledge and Cross-Selling

In this New Accounts: Product Knowledge and Cross-Selling online training course, we will look at how knowledge of your bank’s products and services will help you meet customer needs and build strong customer relationships. 

As a frontline employee, you are often called upon to open a new account. In this situation, you need an excellent understanding of your bank's products and services. You have to be able to answer questions. And, of course, you want to provide the best possible customer service.

Course Learning Objectives

By taking this online New Accounts: Product Knowledge and Cross-Selling course, the user will learn to:

• Identify customer needs
• Use Customer Pathways to identify products and services for customers
• Use the Product Recommendation Grid

Course Outline

This online New Accounts: Product Knowledge and Cross-Selling course is made up of the following sections:

1. Meeting Needs and Exceeding Expectations
2. Identify Customer Needs
3. Know Your Bank’s Products and Services
4. Customer Pathways
5. The Product Recommendation Grid

Course Audience

This New Accounts: Product Knowledge and Cross-Selling online training course was designed for employees.

If you have any concerns as to whether this course is appropriate for you or your industry, please browse our full selection of online courses.