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Bank Training
Fixed Annuity Training



No.
Title
Description
1 Who's The Boss Anyway? An Eye Opener. Training For All Bank Associates That Focuses On Just How Important Your Bank Customer Really Is.
2 R-E-F-E-R-R-A-L: Why Do I Need To Refer? What Do I Need To Refer? How Do I Refer? Clarifies Why The Bank Is Instituting The Sales And Referral Program For All Bank Associates And Demonstrates How Easy It Really Is To Identify The Right Products & Services For Your Customer.
3 0, 37, 55, 95, Deepening Your Customers' Bank Relationships. A Training For All Bank Associates Demonstrating The Importance Of Providing More Than One Bank Product Or Service To Their Customer.
4 How To Be The Best Teller Ever! Step By Step Approach-For Tellers Only. Techniques Taught On How To Meet, Greet, & Provide The Service That Effectively Demonstrates How To Treat Customers Like They Are The Most Important People Ever!
5 Providing The Best Customer Service Ever!!! Step By Step Approach. For CSRs And Managers -Techniques Taught On Providing Great Customer Service And The Difference It Makes In Retaining Your Bank Customer.
6 Who Can Help Your Customer? How To Refer To The Proper Department. Training For All Bank Associates. Techniques Taught On Gathering The Necessary Information From Your Customer To Be Able To Refer Them To The Proper Department Within Your Bank.
7 How To Match Your Bank Products And Services To Your Customers' Needs! Hands On Training That All Bank Associates Will Benefit From.
8 What Does Your Customer Know About Your Bank? Techniques Taught To All Bank Associates On How To Keep Your Customers Informed.
9 S.A.L.E.S. Technique: Does This Help My Bank Customer? For All Bank Associates- Techniques On Providing Your Customers' Solutions.
10 How And When And Where, Who And What And Why? How To Talk With Your Bank Customer & Ask The Right Questions.
11 CD Rate Shoppers: What Do You Say? How Do You Keep Them From Leaving Your Bank? Techniques Taught On How To Retain Your Customer.
12 Building Customer Relationships: Responsibility And Accountability. Techniques On How To Be Proactive Instead Of Reactive.
13 How To Keep The Customer Happy With Your Bank! Techniques On Providing The Best Service For Your Customer.
14 What Bank Customers Are Concerned About! The Three Main Reasons Your Customer Banks With You.
15 Do You Know Your Customer? What Makes Them Tick? Asking The Right Questions.
16 IRAs-What You Need To Know About Roth And Traditional IRAs. Information Your Bank Associates Need To Know Regarding IRAs.
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