Archive for January, 2009

No More Sales Training for Tellers



Many branch employees, especially tellers, continue to feel uncomfortable with the “sales” aspect of their job, even though they know that the most critical aspect of their job function in the current economy is to sell more banking products and services to customers.

Tellers are conflicted with their role of “salesperson” for a variety of reasons:they think that customers are in the branch for a quick transaction and to get out just as quickly; they think customers don’t want to discuss their personal financial business with a teller; they feel that there is no time to “sell” while customers wait anxiously in line; they feel that selling products or services is a violation of the customers’ trust;and of course, there is the awful fear of rejection!

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Success Story



At the monthly sales meeting yesterday, as with every other meeting, we started with success stories from each person at the meeting. One young woman who works as an account executive in the telesales area said she had nothing “earth shattering” to report, but she did have a story she wanted to share.

She went on to describe a customer she contacted as a result of this institution’s onboarding project. Every new account opened is contacted within a few days, thanked again for their business and further welcomed. They are briefly introduced to other products and services that might be of interest, and are contacted periodically by phone going

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Thought of the Day

“Pretend that every single person you meet has a sign around his or her neck that says ‘Make me feel important.” Mary Kay Ash

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Sterling Miller's ...programs produce results.

- Robert Gustafson
President & CEO
Crescent Credit Union