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Sales Techniques for Bank Branch Staff
Sales conversations need to help customers reach a decision. Refine needs discovery, build a relevant proposal and address objections methodically. Strengthen your ability to secure commitment while maintaining a high-quality relationship.
- Duration
- 3 days 21 hours
- Code
- FMB26FR Code
Presentation
By the end of this course, you will have a comprehensive understanding of customer relationships and the many ways to build a persuasive case. You will be better equipped to achieve your sales objectives.
Objectives
This course aims to help you:
- Understand customer relationship challenges.
- Strengthen your knowledge of the product and service range.
- Master the essentials of face-to-face and remote sales conversations.
- Present prices confidently and respond constructively to objections.
- Improve sales effectiveness and grow the customer base.
- Become a proactive, assertive and adaptable sales professional.
Program
- Understanding banking profitability requirements through successful customer relationships
- How a commercial bank generates revenue and the associated requirements.
- The responsibilities of a customer relationship manager.
- The importance of customer satisfaction.
- The need to master the commercial offering.
- Managing professional communication effectively: verbal and non-verbal.
- Developing sales habits grounded in customer knowledge
- Conducting a typical sales meeting.
- Understanding the many sales opportunities provided by up-to-date Know Your Customer (KYC) information.
- Understanding the holistic approach, referrals and recommendations.
- The specific features of telephone sales conversations.
- Adapting to the widespread use of electronic sales communication.
- Becoming a proactive, assertive and adaptable sales professional
- Mastering communication tools for effective negotiation.
- Handling customer and prospect objections.
- Encouraging the buying decision.
- Understanding reciprocal opportunities between business (PRO) and personal (PRI) customer segments.
- Developing a collective approach to salaried professional customers.
Audience
- New entrants.
- Counter staff.
- Customer relationship managers.
- Branch managers.
Cette formation s'adresse aux profils suivants
Prerequisites
None.
Teaching and assessment methods
- Initial skills assessment
- Training materials provided to participants
- Continuous assessment throughout the course
- End-of-course feedback questionnaire
- Combination of theory and practical application
- Attendance records
- Post-course follow-up evaluation
Dates and sessions
Choose the date and delivery format that suit you.
No upcoming sessions are currently available.
Last update: 23/09/2026